YES Financial Berhad

YES Financial Berhad We are Financial Advisers Firm and Islamic Financial Advisers Firm licensed by Bank Negara Malaysia offering independent holistic financial advice.

28/08/2026

Throwback @ Bank Negara

Our Practice Director & Licensed Financial Planner, Jordan, was once again invited by BNM to share financial knowledge with BNM scholarship recipients.

Proud to play a small part in empowering Malaysiaโ€™s next generation. ๐Ÿ‡ฒ๐Ÿ‡พ

28/08/2026

Congratulations to MAX WEALTH on the successful organisation of the MAX WEALTH Professional Recognition & Wealth Industry Forum 2026! ๐ŸŽ‰

A meaningful event bringing together professionals in the financial and wealth management industry to celebrate achievement, professionalism and continuous growth.

Special congratulations to Mr Nicholas Chu, Principal of MAX WEALTH, and the entire organising team for making this event a success. ๐Ÿ‘

And of course, congratulations to all the CFP/IFP graduates on reaching another important milestone in your professional journey! ๐ŸŽ“

Keep learning, keep growing, and continue raising the standard of our profession together. ๐Ÿ’ช




27/08/2026

๐Ÿค A meaningful corporate visit to FWD Insurance, one of our valued providers and strategic partners.
ไธ€ๆฌก้žๅธธๆœ‰ๆ„ไน‰็š„ไผไธš่ตฐ่ฎฟไธŽ่กŒไธšไบคๆตใ€‚

From insurance innovation and Asian market trends to how technology is transforming customer experience โ€” we gained valuable insights and inspiration.

ไปŽไฟ้™ฉๅˆ›ๆ–ฐใ€ไบšๆดฒๅธ‚ๅœบ่ถ‹ๅŠฟ๏ผŒๅˆฐ็ง‘ๆŠ€ๅฆ‚ไฝ•ๆ”นๅ˜ๅฎขๆˆทไฝ“้ชŒ๏ผŒๆˆ‘ไปฌๆ”ถ่Žทไบ†่ฎธๅคšๅฎ่ดต็š„ๅฏๅ‘ใ€‚

Thank you to the FWD CEO and management team for the warm hospitality and insightful sharing.

็‰นๅˆซๆ„Ÿ่ฐข FWD CEO ๅŠ็ฎก็†ๅ›ข้˜Ÿ ็š„็ƒญๆƒ…ๆŽฅๅพ…ไธŽ็ฒพๅฝฉๅˆ†ไบซ๏ผ

23/08/2026

๐‚๐ก๐ข๐ง๐š (๐’๐ข๐œ๐ก๐ฎ๐š๐ง) โ€“ ๐Œ๐š๐ฅ๐š๐ฒ๐ฌ๐ข๐š ๐ˆ๐ง๐๐ฎ๐ฌ๐ญ๐ซ๐ข๐š๐ฅ ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐ฆ๐ž๐ง๐ญ ๐๐ซ๐จ๐ฆ๐จ๐ญ๐ข๐จ๐ง ้ฉฌๆฅ่ฅฟไบšไธพ่กŒ็š„ไธญๅ›ฝ๏ผˆๅ››ๅท๏ผ‰โ€”้ฉฌๆฅ่ฅฟไบšไบงไธšๆŠ•่ต„ๆŽจไป‹ไผš

YES Financial honoured to be invited as a distinguished guest seated alongside key Malaysia-China corporate delegates. ๅพˆ่ฃๅนธๅ—้‚€ๅ‡บๅธญ๏ผŒๅนถไธŽไธญ้ฉฌไธคๅ›ฝ้‡่ฆไผไธšไปฃ่กจๅŒๅธญใ€‚

The event featured heavyweight keynote speakers: ็Žฐๅœบไบ‘้›†้‡้‡็บงไธป่ฎฒๅ˜‰ๅฎพ๏ผš
๐ŸŽ™๏ธ Datoโ€™ Tan Teik Chen โ€“ Vice President, MCA (China Affairs & Belt and Road Committee) ๆ‹ฟ็ฃ้™ˆๅพท้’ฆ๏ผ้ฉฌๆฅ่ฅฟไบš้ฉฌๅŽๅ…ฌไผšๅ‰ฏๆ€ปไผš้•ฟ๏ผˆๅฏนๅŽไบ‹ๅŠกๆšจโ€ไธ€ๅธฆไธ€่ทฏโ€ๅง”ๅ‘˜ไผš๏ผ‰
๐ŸŽ™๏ธ Loo Kok Seong โ€“ President, Malaysia-China Chamber of Commerce ๅขๅ›ฝ็ฅฅ๏ผ้ฉฌๆฅ่ฅฟไบšไธญๅ›ฝๆ€ปๅ•†ไผšไผš้•ฟ
๐ŸŽ™๏ธ Senior officials from the Sichuan Provincial Bureau of Economic Cooperation ๅ››ๅท็œ็ปๆตŽๅˆไฝœๅฑ€้ข†ๅฏผๅ˜‰ๅฎพ

A meaningful platform for cross-border collaboration between China and Malaysia. ๐Ÿ‡จ๐Ÿ‡ณ๐Ÿค๐Ÿ‡ฒ๐Ÿ‡พ ไธ€ๅœบๆŽจๅŠจไธญ้ฉฌไธคๅ›ฝ่ทจๅขƒๅˆไฝœ็š„้‡่ฆ็››ไผšใ€‚

23/08/2026

AiFMใ€Š็†่ดขๆˆ‘ๅธฎไฝ ใ€‹ ไธŽๆˆ‘ไปฌ็š„ๆŒ็‰Œ็†่ดข่ง„ๅˆ’ๅธˆ Jordan Peh ไธ€่ตท่Š่Šไธ€ไธชๅพˆ็Žฐๅฎž็š„่ฏ้ข˜๏ผš
ไธบไป€ไนˆๆœ‰ไบ†ๅ‰ฏไธš๏ผŒ้’ฑ่ฟ˜ๆ˜ฏไธๅคŸ็”จ๏ผŸ๐Ÿ’ฐ

Interviewed by AiFM, together with our Licensed Financial Planner, Jordan Peh, to discuss a very practical question:
Why do some people still feel they donโ€™t have enough money, even after starting a side hustle? ๐Ÿ’ฐ

ๅ‰ฏไธšๅฏไปฅๅขžๅŠ ๆ”ถๅ…ฅ๏ผŒไฝ†ๆ”ถๅ…ฅๅขžๅŠ ๏ผŒไธไธ€ๅฎšไปฃ่กจ่ดขๅฏŒๅขžๅŠ ใ€‚ๅ…ณ้”ฎๆ˜ฏๅญฆไผš๏ผš่ตš้’ฑใ€็•™้’ฑใ€็ฎก้’ฑใ€ๆŠ•่ต„๏ผŒๅนถ้•ฟๆœŸ็ดฏ็งฏ่ดขๅฏŒใ€‚
A side hustle may increase your income, but earning more does not necessarily mean building more wealth. The key is learning how to earn, save, manage, invest and grow your wealth over time.

ๅœจๅฏปๆ‰พไธ‹ไธ€ไธชๅ‰ฏไธšไน‹ๅ‰๏ผŒไธๅฆจๅ…ˆ้—ฎ้—ฎ่‡ชๅทฑ๏ผš
โ€œๆˆ‘่ตšๆ›ดๅคš็š„้’ฑๅŽ๏ผŒ็œŸ็š„ๆœ‰็•™ไธ‹ๆ›ดๅคš็š„้’ฑๅ—๏ผŸโ€
Before looking for your next side hustle, perhaps ask yourself:
โ€œAm I actually keeping more of what I earn?โ€

ๆ„Ÿ่ฐข AiFM ็š„้‚€่ฏท๏ผŒ่ฎฉๆˆ‘ไปฌๆœ‰ๆœบไผšไธŽๅคงๅฎถๅˆ†ไบซ็†่ดข่ง„ๅˆ’็š„้‡่ฆๆ€ง๏ผ๐ŸŽ™๏ธ
Thank you, AiFM, for having us and giving us the opportunity to share the importance of proper financial planning! ๐ŸŽ™๏ธ

#็†่ดขๆˆ‘ๅธฎไฝ 

AiFMใ€Š็†่ดขๆˆ‘ๅธฎไฝ ใ€‹ ไธŽๆˆ‘ไปฌ็š„ๆŒ็‰Œ็†่ดข่ง„ๅˆ’ๅธˆ Jordan Peh ไธ€่ตท่Š่Šไธ€ไธชๅพˆ็Žฐๅฎž็š„่ฏ้ข˜๏ผšไธบไป€ไนˆๆœ‰ไบ†ๅ‰ฏไธš๏ผŒ้’ฑ่ฟ˜ๆ˜ฏไธๅคŸ็”จ๏ผŸ๐Ÿ’ฐInterviewed by AiFM, together with our Licensed Financia...
22/08/2026

AiFMใ€Š็†่ดขๆˆ‘ๅธฎไฝ ใ€‹ ไธŽๆˆ‘ไปฌ็š„ๆŒ็‰Œ็†่ดข่ง„ๅˆ’ๅธˆ Jordan Peh ไธ€่ตท่Š่Šไธ€ไธชๅพˆ็Žฐๅฎž็š„่ฏ้ข˜๏ผš
ไธบไป€ไนˆๆœ‰ไบ†ๅ‰ฏไธš๏ผŒ้’ฑ่ฟ˜ๆ˜ฏไธๅคŸ็”จ๏ผŸ๐Ÿ’ฐ

Interviewed by AiFM, together with our Licensed Financial Planner, Jordan Peh, to discuss a very practical question:
Why do some people still feel they donโ€™t have enough money, even after starting a side hustle? ๐Ÿ’ฐ

ๅ‰ฏไธšๅฏไปฅๅขžๅŠ ๆ”ถๅ…ฅ๏ผŒไฝ†ๆ”ถๅ…ฅๅขžๅŠ ๏ผŒไธไธ€ๅฎšไปฃ่กจ่ดขๅฏŒๅขžๅŠ ใ€‚ๅ…ณ้”ฎๆ˜ฏๅญฆไผš๏ผš่ตš้’ฑใ€็•™้’ฑใ€็ฎก้’ฑใ€ๆŠ•่ต„๏ผŒๅนถ้•ฟๆœŸ็ดฏ็งฏ่ดขๅฏŒใ€‚
A side hustle may increase your income, but earning more does not necessarily mean building more wealth. The key is learning how to earn, save, manage, invest and grow your wealth over time.

ๅœจๅฏปๆ‰พไธ‹ไธ€ไธชๅ‰ฏไธšไน‹ๅ‰๏ผŒไธๅฆจๅ…ˆ้—ฎ้—ฎ่‡ชๅทฑ๏ผš
โ€œๆˆ‘่ตšๆ›ดๅคš็š„้’ฑๅŽ๏ผŒ็œŸ็š„ๆœ‰็•™ไธ‹ๆ›ดๅคš็š„้’ฑๅ—๏ผŸโ€
Before looking for your next side hustle, perhaps ask yourself:
โ€œAm I actually keeping more of what I earn?โ€

ๆ„Ÿ่ฐข AiFM ็š„้‚€่ฏท๏ผŒ่ฎฉๆˆ‘ไปฌๆœ‰ๆœบไผšไธŽๅคงๅฎถๅˆ†ไบซ็†่ดข่ง„ๅˆ’็š„้‡่ฆๆ€ง๏ผ๐ŸŽ™๏ธ
Thank you, AiFM, for having us and giving us the opportunity to share the importance of proper financial planning! ๐ŸŽ™๏ธ

#็†่ดขๆˆ‘ๅธฎไฝ 

11/08/2026

๐ˆ๐ง๐๐ฎ๐ฌ๐ญ๐ซ๐ฒ ๐„๐ง๐ ๐š๐ ๐ž๐ฆ๐ž๐ง๐ญ | ๐’๐ญ๐ซ๐ž๐ง๐ ๐ญ๐ก๐ž๐ง๐ข๐ง๐  ๐๐ซ๐จ๐Ÿ๐ž๐ฌ๐ฌ๐ข๐จ๐ง๐š๐ฅ๐ข๐ฌ๐ฆ ๐ข๐ง ๐Œ๐š๐ฅ๐š๐ฒ๐ฌ๐ข๐šโ€™๐ฌ ๐“๐ซ๐ฎ๐ฌ๐ญ ๐ˆ๐ง๐๐ฎ๐ฌ๐ญ๐ซ๐ฒ

YES Trustees Berhad was pleased to participate in the ๐€๐ฌ๐ฌ๐จ๐œ๐ข๐š๐ญ๐ข๐จ๐ง ๐จ๐Ÿ ๐“๐ซ๐ฎ๐ฌ๐ญ ๐‚๐จ๐ฆ๐ฉ๐š๐ง๐ข๐ž๐ฌ ๐Œ๐š๐ฅ๐š๐ฒ๐ฌ๐ข๐š (๐€๐“๐‚๐Œ) ๐–๐จ๐ซ๐ค๐ฌ๐ก๐จ๐ฉ, covering areas including ๐’๐‚ ๐๐ซ๐š๐œ๐ญ๐ข๐œ๐ž ๐๐จ๐ญ๐ž๐ฌ, ๐ญ๐ซ๐ฎ๐ฌ๐ญ ๐œ๐จ๐ฆ๐ฉ๐š๐ง๐ฒ ๐ฅ๐ข๐š๐›๐ข๐ฅ๐ข๐ญ๐ข๐ž๐ฌ & ๐จ๐ฉ๐ž๐ซ๐š๐ญ๐ข๐จ๐ง๐š๐ฅ ๐œ๐ฅ๐š๐ซ๐ข๐Ÿ๐ข๐œ๐š๐ญ๐ข๐จ๐ง๐ฌ.

As a licensed trust company, YTB believes that continuous professional development and industry engagement are essential to maintaining high standards of trusteeship, governance and fiduciary responsibility.

We also highlighted an increasingly important area of public understanding: โ€œ๐“๐ซ๐ฎ๐ฌ๐ญ-๐‹๐ข๐ค๐ž ๐€๐ซ๐ซ๐š๐ง๐ ๐ž๐ฆ๐ž๐ง๐ญโ€ ๐ข๐ฌ ๐ง๐จ๐ฐ ๐›๐ž๐ข๐ง๐  ๐ฎ๐ฌ๐ž๐ ๐ข๐ง ๐ฏ๐š๐ซ๐ข๐จ๐ฎ๐ฌ ๐ข๐ง๐ฌ๐ฎ๐ซ๐š๐ง๐œ๐ž ๐ฌ๐จ๐ฅ๐ฎ๐ญ๐ข๐จ๐ง๐ฌ, ๐ฐ๐ก๐ข๐œ๐ก ๐œ๐š๐ง ๐ฌ๐จ๐ฆ๐ž๐ญ๐ข๐ฆ๐ž๐ฌ ๐œ๐ซ๐ž๐š๐ญ๐ž ๐œ๐จ๐ง๐Ÿ๐ฎ๐ฌ๐ข๐จ๐ง ๐š๐›๐จ๐ฎ๐ญ ๐ญ๐ก๐ž ๐ง๐š๐ญ๐ฎ๐ซ๐ž ๐š๐ง๐ ๐ฅ๐ž๐ ๐š๐ฅ ๐ž๐Ÿ๐Ÿ๐ž๐œ๐ญ ๐จ๐Ÿ ๐ญ๐ก๐ž ๐ฎ๐ง๐๐ž๐ซ๐ฅ๐ฒ๐ข๐ง๐  ๐š๐ซ๐ซ๐š๐ง๐ ๐ž๐ฆ๐ž๐ง๐ญ. ๐๐จ๐ญ ๐ž๐ฏ๐ž๐ซ๐ฒ ๐š๐ซ๐ซ๐š๐ง๐ ๐ž๐ฆ๐ž๐ง๐ญ ๐๐ž๐ฌ๐œ๐ซ๐ข๐›๐ž๐ ๐š๐ฌ ๐š โ€œ๐ญ๐ซ๐ฎ๐ฌ๐ญ-๐ฅ๐ข๐ค๐žโ€ ๐ง๐ž๐œ๐ž๐ฌ๐ฌ๐š๐ซ๐ข๐ฅ๐ฒ ๐จ๐ฉ๐ž๐ซ๐š๐ญ๐ž๐ฌ ๐š๐ฌ ๐š ๐œ๐จ๐ง๐ฏ๐ž๐ง๐ญ๐ข๐จ๐ง๐š๐ฅ ๐ญ๐ซ๐ฎ๐ฌ๐ญ.

09/08/2026

๐˜๐„๐’ โ€” ๐๐ž๐ฒ๐จ๐ง๐ ๐š ๐’๐š๐ฅ๐š๐ซ๐ฒ โœจโœจ
ๆ”ถๅ…ฅ่‡ชไธป ยท ๆ—ถ้—ด่‡ช็”ฑ ยท ไบบ็”ŸๆŽŒๆŽงๅœจ่‡ชๅทฑๆ‰‹ไธญ ๐Ÿ’ช

โœจ๐”ฝ๐•š๐•Ÿ๐•’๐•Ÿ๐•”๐•š๐•’๐• ๐”ธ๐••๐•ง๐•š๐•ค๐•–๐•ฃ ๐”ผ๐•Ÿ๐•ฅ๐•ฃ๐•–๐•ก๐•ฃ๐•–๐•Ÿ๐•–๐•ฆ๐•ฃ๐•ค๐•™๐•š๐•ก โ„™๐•’๐•ฅ๐•™

โ€ข Performance-based income with strong growth potential
โ€ข Greater flexibility over your time and work location
โ€ข Opportunity to build long-term recurring income
โ€ข A career designed around resilience and adaptability

For serious advisers ready to step into entrepreneurship.

Speaker :
ALEX TEOH, Practice Director

Zoom (Mandarin) @ 20 Aug 2026, 8PM

PM to register for this meeting.

YES Financial Berhad | Bank Negara Approved Financial Adviser, Capital Markets Services Licensed Financial Planning Firm & FIMM CUTA Firm

08/08/2026

๐Ÿ˜Œ ๐–๐ก๐ž๐ง ๐ฒ๐จ๐ฎ ๐œ๐š๐ง ๐ง๐จ ๐ฅ๐จ๐ง๐ ๐ž๐ซ ๐ฆ๐š๐ง๐š๐ ๐ž ๐ฒ๐จ๐ฎ๐ซ ๐จ๐ฐ๐ง ๐ฆ๐จ๐ง๐ž๐ฒ, ๐ฐ๐ก๐จ ๐œ๐š๐ง ๐ฒ๐จ๐ฎ ๐ญ๐ซ๐ฎ๐ฌ๐ญ?๏ฟฝๅฝ“ไฝ ๆ— ๆณ•ๅ†ไบฒ่‡ช็ฎก็†่‡ชๅทฑ็š„้’ฑ๏ผŒไฝ ่ฟ˜่ƒฝไฟกไปป่ฐ๏ผŸ

Who will pay for your ๐ก๐ž๐š๐ฅ๐ญ๐ก๐œ๐š๐ซ๐ž, ๐ง๐ฎ๐ซ๐ฌ๐ข๐ง๐  and ๐š๐ฌ๐ฌ๐ข๐ฌ๐ญ๐ž๐ ๐ฅ๐ข๐ฏ๐ข๐ง๐ ?๏ฟฝ่ฐๆฅๆ”ฏไป˜ไฝ ็š„ๅŒป็–—ใ€ๆŠค็†ๅ’Œ่พ…ๅŠฉ็”Ÿๆดป่ดน็”จ๏ผŸ

And who will make sure ๐ฒ๐จ๐ฎ๐ซ ๐ฆ๐จ๐ง๐ž๐ฒ ๐ข๐ฌ ๐ฎ๐ฌ๐ž๐ ๐Ÿ๐จ๐ซ ๐ฒ๐จ๐ฎ โ€” ๐ง๐จ๐ญ ๐ฆ๐ข๐ฌ๐ฎ๐ฌ๐ž๐?๏ฟฝ่ฐ่ƒฝ็กฎไฟไฝ ็š„้’ฑ ็œŸๆญฃ็”จๅœจไฝ ่บซไธŠ๏ผŒ่€Œไธๆ˜ฏ่ขซๆปฅ็”จ๏ผŸ

๐‚๐€๐‘๐„ ๐“๐ซ๐ฎ๐ฌ๐ญ๏ฟฝ่ฎฉไธ“ไธšไฟกๆ‰˜ๆœบๆž„๏ผŒๆŒ‰ไฝ ็š„ๆ„ๆ„ฟๅฎˆๆŠคไฝ ็š„่ต„ไบงไธŽๆ™šๅนด็”Ÿๆดปใ€‚

๐Ÿ’™ Protect your care. Protect your money.๏ฟฝ๐Ÿ’™ ๅฎˆๆŠคไฝ ็š„็…งๆŠค๏ผŒไนŸๅฎˆๆŠคไฝ ็š„่ดขๅฏŒใ€‚

๐Ÿ“ฉ Talk to us about CARE Trust.๏ฟฝ๐Ÿ“ฉ ๆฌข่ฟŽ่”็ณปๆˆ‘ไปฌไบ†่งฃ CARE Trustใ€‚

Address

27-1F & 2F, 28-1F Precinct 1 @ Sunway Wellesley, Jalan Muthu Palaniappan
Bukit Mertajam
14000

Telephone

+60176723941

Website

Alerts

Be the first to know and let us send you an email when YES Financial Berhad posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category