YES Financial Berhad

Name: YES Financial Berhad
Address: 27-1F & 2F, 28-1F Precinct 1 @ Sunway Wellesley, Jalan Muthu Palaniappan, Bukit Mertajam, 14000, MY
Telephone: +60176723941

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YES Financial Berhad

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

26/10/2026

🎓 Empowering Tomorrow’s Financial Leaders!

YES Financial Berhad is proud to have our two Licensed Financial Planners, Ms Evelyn Lam and Ms Janice Pang, invited by UTAR to share financial insights with postgraduate students through the session:

💡 “Your Money, Your Future: Making Smarter Financial Decisions.”

We believe financial literacy starts with knowledge, grows with good habits, and leads to better financial futures.

Smart decisions today. Stronger futures tomorrow! 💪

21/10/2026

Have you read this circular?

To all RFP and Shariah RFP designees, take a moment to read the circular and familiarise yourself with the guidance provided.

Stay informed and uphold professional standards.

20/10/2026

🔥 关关难过，关关过！ 🔥
很多人，想到，做不到；他做到，想不到！

𝐂𝐡𝐚𝐥𝐥𝐞𝐧𝐠𝐞𝐬 𝐜𝐨𝐧𝐪𝐮𝐞𝐫𝐞𝐝. 𝐓𝐡𝐞 𝐢𝐦𝐩𝐨𝐬𝐬𝐢𝐛𝐥𝐞 𝐦𝐚𝐝𝐞 𝐩𝐨𝐬𝐬𝐢𝐛𝐥𝐞.

✨𝐌𝐚𝐧𝐲 𝐧𝐞𝐯𝐞𝐫 𝐚𝐜𝐡𝐢𝐞𝐯𝐞 𝐭𝐡𝐞𝐢𝐫 𝐝𝐫𝐞𝐚𝐦𝐬.
𝐇𝐞 𝐚𝐜𝐡𝐢𝐞𝐯𝐞𝐝 𝐰𝐡𝐚𝐭 𝐡𝐞 𝐡𝐚𝐝 𝐧𝐞𝐯𝐞𝐫 𝐞𝐯𝐞𝐧 𝐢𝐦𝐚𝐠𝐢𝐧𝐞𝐝 𝐩𝐨𝐬𝐬𝐢𝐛𝐥𝐞.

从创业初心，到建立金融机构；从一个人的梦想，到两家金融机构的成长。

From a founder’s vision to building financial institutions — a journey of courage, resilience, and relentless ex*****on.

YES Financial Berhad & YES Trustees Berhad

💪 关关难过，关关过；步步艰辛，步步向前！

DREAM BIG. DARE TO BUILD. NEVER BACK DOWN. 🚀

18/10/2026

𝐈𝐍𝐒𝐔𝐑𝐀𝐍𝐂𝐄 𝐀𝐆𝐄𝐍𝐓 → 𝐈𝐍𝐃𝐄𝐏𝐄𝐍𝐃𝐄𝐍𝐓 𝐀𝐃𝐕𝐈𝐒𝐄𝐑 👍
Fee-Based | Full-Fledged | One Platform
Insurance • Capital Markets • Will & Trust

🎯 For serious advisers only
🗓 Zoom @ Oct 31, 2026 (Sat), 02:00PM

🎤 𝐏𝐫𝐨𝐟𝐞𝐬𝐬𝐨𝐫 𝐉𝐨𝐡𝐧 𝐂𝐡𝐚𝐧�CEO, YES Financial Berhad�Immediate Past President, Association of Financial Advisers Malaysia

📩 PM us for registration

16/10/2026

🎓 会赚钱很重要，会管钱更重要！
Earning Money Matters. Managing It Matters More.

💡 人生第一堂理财课，不该等到踏入社会才开始。
荣幸受邀到 First City University College，

与年轻一代分享《Making Every Ringgit Count》，
一起探索如何让每一分钱发挥真正的价值。

理财不只是数字，
更是一种思维、一份责任，
也是为未来创造更多选择的能力。

期待与同学们交流，
让金融知识成为成长路上的一份力量！🚀

💡 Financial literacy shouldn't begin with your first pay check.
Honoured to be invited to First City University College to share

Making Every Ringgit Count with the next generation.

Financial planning goes beyond numbers.

It's about building the right mindset, taking responsibility, and creating more choices for the future.

Looking forward to inspiring young minds through financial education! 🚀

📅 22 October 2026 | 11:00 AM – 12:30 PM
🎤 Ban Chun Hung
FA Associate Director | YES Financial Bhd

16/10/2026

𝐓𝐇𝐄 𝐅𝐔𝐓𝐔𝐑𝐄 𝐓𝐑𝐄𝐍𝐃 𝐎𝐅 🚀 𝐋𝐈𝐅𝐄 𝐈𝐍𝐒𝐔𝐑𝐀𝐍𝐂𝐄 𝐈𝐍𝐃𝐔𝐒𝐓𝐑𝐘. 𝐀𝐑𝐄 𝐘𝐎𝐔 𝐑𝐄𝐀𝐃𝐘? 寿险业未来趋势已来，你准备好了吗？

The life insurance industry is evolving. New opportunities in 𝐋𝐚𝐛𝐮𝐚𝐧 𝐈𝐔𝐋, 𝐫𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠, 𝐥𝐞𝐠𝐚𝐜𝐲 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠, 𝐌𝐞𝐝𝐢𝐀𝐬𝐚𝐬 𝐚𝐧𝐝 𝐬𝐞𝐭𝐭𝐥𝐞𝐦𝐞𝐧𝐭 𝐨𝐩𝐭𝐢𝐨𝐧𝐬.
寿险业正在不断转型，新的机遇正逐渐涌现，包括 Labuan IUL、退休规划、财富传承、MediAssas 及理赔结算方案。关键在于：你是选择原地踏步，还是主动布局未来？

Subject Matter Sharing 专题分享 | For serious insurance advisers, bankers, unit trust consultants exploring to expand their business model.

Speaker :
Prof John Chan
CEO, YES Financial Berhad

Zoom (Mandarin)
Oct 31, 2026 (Saturday), 2PM

PM to register for this meeting.

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

11/10/2026

🎥 Proud to see our Practice Director, Jordan Peh, sharing his insights on Malaysia’s stock market outlook on Phoenix TV (凤凰卫视). (Throwback)

专业解读马股走势，洞察市场变化，助您掌握投资先机！ 🇲🇾📈

#凤凰卫视

08/10/2026

𝐀 𝐠𝐫𝐞𝐚𝐭 𝐞𝐯𝐞𝐧𝐢𝐧𝐠 𝐚𝐭 𝐭𝐡𝐞 𝐌𝐚𝐧𝐮𝐥𝐢𝐟𝐞 𝐆𝐚𝐥𝐚 𝐒𝐜𝐫𝐞𝐞𝐧𝐢𝐧𝐠 𝟐𝟎𝟐𝟔. 🎬✨
~ Wang Kelian Documentary

Happy to meet with the CEO, CFO, CAO and senior management of Manulife Malaysia. Always great to strengthen our partnership and share meaningful conversations. 🤝

— CEO, YES Financial Berhad

07/10/2026

CEO | YES Financial Berhad
CDO | Hong Leong Assurance

A great catch-up with Mr. Koh Hoe Sin, Chief Distribution Officer of Hong Leong Assurance Malaysia.

As CEO of YES Financial Berhad, I truly value our long-standing relationship and partnership with Hong Leong Assurance. Looking forward to many more years of working together! 🤝 ~ Prof John Chan

Address

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

Telephone

+60176723941

Website

http://www.yesfinancial.co/

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