Confidential
We treat all clients financial and business information with strict confidentiality.
Qualified
PFA Asia advisors are either Certified Financial Planner(CFP) , MBA and passed financial certification
Award Winning
PFA Asia is a award winning financial company since year 2000
Fast results
We set a fast turnaround time to research and prepare recommendations to client
Get PFA Asia financial coach expert advice on your financial matters.
Whether your are planning for your mortgage, children education. Or others personal finance , business planning matters, we have the right, customized solutions for you.
LIFESTYLE 360 : The smartest way to reduce your mortgage loan.
Shorten your loan by 50% of the repayment.
Imagine how much savings on your instalments and interests.
W.I.S.E Financial solutions
We help Individuals and Businesses to increase their cash availability, better visibility of their money matters and improve chance of financial success.
Cash Flow Money Planning
Cash flow money planning is very crucial for personal finance. Do you know where your money flows to ?
Education planning
Your children's education is a high priority. The higher it goes, the higher the cost. Do you have it covered ?
Insurance Financial Analysis
When a person die young, their death will impact to others. Have you plan for unforeseen ?
Retirement planning
Retirement is the beginning of second part of journey of one’s life. Have you plan well for it ?
Finance Your Business
Every business owner knows that financing is one of the most important and challenging financial management skill to master.
Grow Your Business
What is next for your business after successful start up ? How do I sell more and capture bigger market share ? How can I grow my business ?
Protect Your Business
As your business becomes successful, it becomes vulnerable. Potential threats can harm your business. Ever have sleepless night ?
Exit Your Business
You know the day will come when you will have to exit. What will you do when that day arrives ? What is your exit strategy ?
Lifestyle 360 Loan Reduction
How do you own your properties while paying off debts fast ? Do you know the impact of 1% increase of interest to your loan ?
Investment Power Knowledge
There is BIG difference between Savings and Investing. Do you know the difference ? Are you investing or saving ?
Investment Golden Rules
Sometime the best advice is the simplest. How many investment rules of thumb do you know ? Heard of rule of 72 ?
Millionaire Wealth Guide
Most people associate high income to wealth. Is that the truth ? Or do you have a solid road to millions investment strategy ?
What is Estate Distribution?
You heard of difficulties faced by family to administer a deceased's estate. Concern what happens to your assets when you pass away ?
What If Dies Without Will
When a person pass away, the deceased's assets will be frozen. Have you know the consequences of passed away without a Will ?
Muslim Estate Distribution
Upon death, a Muslim assets distribution will follow Shariah Distribution Act. How do you ensure your heirs get the right portions of your estate ?
Non Muslim Estate Distribution
Have you ensure your estate distributed equitably to avoid family fighting ?
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Satisfied long term clients
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Reputable established business
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Financial industry experience
What our clients say
Happy clients are the bedrock of any strong business and ours is no exception. Read a few of our testimonials below.
John Lau
Managing Director
Dr Christopher Shun
Managing Director and International Economist
Tunku Shahzuddin
Managing Director
Sudesh Vadivaloo
Business Owner
Yap Boon Lim
Business Owner
Christopher Shee
Talent Development Manager
Frequently asked questions
Find quick answers to common questions with our helpful FAQs
1. Why should I talk to a financial advisor to manage my finance ?
A financial advisor will be able to guide you to build a financial road map in order to provide to meet your financial goals. He or she able to provide forecasting to your future financial situation so you can make necessary adjustment.
In summary, a financial advisor should have training and experience in financial products and understand financial aspects of your life – insurance, investment, loans, business planning or even estate planning in order to make the right recommendations for your personal situation.
2. What certifications should a financial advisor possess ?
Anyone can call himself or herself a financial planner or advisor. Many unit trust agent, Insurance agent, stock or real estate broker like to use the term of financial planner or financial consultant.
At the very least you should make sure your advisor has a certificate licensed with the licensing authority.
A Certified Financial Planner (CFP) has competency and experience in all areas of financial planning. A CFP has completed courses of study in over 100 topics of financial management including equities, taxes, and retirement planning. He or she must also follow the Certified Financial Planner code of ethics. A CFP has a fiduciary responsibility.
A Chartered Financial Consultant (ChFC) also has extensive experience in helping individuals assess their financial goals. In order to obtain the ChFC certification, a candidate must complete the program and pass the tests administered by the American College.
3. I am too young or too old for financial planning ?
No one is neither too young nor too old to start with financial planning.
Financial planning can start from the day you get your first paycheck and till the time you leave inheritances for your children. In other words, financial planning also involves estate planning so you can properly plan as to how you want to distribute your assets and liabilities among your children after your death.
Its never too early or too late to start with a disciplined finance by following a structured approach of good financial planning.
4. How do your company work ?
We work under a process. And in this process the first step is to establish the relationship between advisor and client which is a Discovery Process.
Our Discovery Process meeting is free and no charge. This will give you enough time to understand the steps and formalities. We will ask about the goals and other financial issues. After this discussion if you agree to proceed, then we can move to the next step for signing the engagement papers.
5. What is the USP of your company ?
We are a Wisdom Based Financial Service company whose aim is to inculcate better financial wisdom among our clients.
PFA Asia’s 3 unique propositions :
1.W.I.S.E matrix solutions, we perform modular financial planning, which allows client to decide which are the important module to focus on.
2.Lifestyle 360 Loan Reduction Service enable mortgage loan borrowers to shorten the loan tenure by 50%, hence save much installments and interest.
3. PFA consultancy services is a full fledged consulting solutions for SME business which often suffer from lack of capital, skills. Our modular consulting package allow client to have better budget control while enable us to impart our expertise.
6. How much do your company charge for your services ?
We are transparent on our fee structure and work with different fee models
1. Annual or hourly advisory fees from client.
2. AUM percentage charges from client.
3. Commissions earned from products while helping clients implement the financial program.
4. Referral fees earned from other agent/advisor.
We work with a combination of the above fee models and subject to client choice.
Questions?
Just send us a message if you have other questions not covered by the FAQ. We shall be glad to answer.
About Us
Learn more about PFA Asia Vision, Mission and Belief. We look forward to meeting you.