In this episode, Gwen chats with Felix Neoh, Director of Finwealth Management in Malaysia.
Felix discusses the misconceptions of the working middle class around financial planning, the steps Financial Planners can take to address these misconceptions and the value they can provide to middle-class consumers at every life stage.
Felix Neoh LinkedIn
Finwealth FB page
Finwealth website
Join the XY platform:
App Store
Google Play
Desktop
You can get a transcript of this podcast
General disclaimer for this podcast and all XY Education podcasts
https://www.xyadviser.com/disclaimer/
DISCLAIMER: The XY Adviser website and all content contained on the website is limited to general information. It does not constitute legal, financial or other professional advice. XY Adviser does not hold an AFS licence and does not provide any financial services. Nothing on this website should be interpreted as financial advice. Before making any investment decision, XY Adviser recommends obtaining financial advice from a qualified financial adviser.