YES Financial Berhad

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 Malaysia’s next generation. 🇲🇾

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

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. 👏

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

Keep learning, keep growing, and continue raising the standard of our profession together. 💪

🤝 A meaningful corporate visit to FWD Insurance, one of our valued providers and strategic partners.
一次非常有意义的企业走访与行业交流。

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

从保险创新、亚洲市场趋势，到科技如何改变客户体验，我们收获了许多宝贵的启发。

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

特别感谢 FWD CEO 及管理团队 的热情接待与精彩分享！

𝐂𝐡𝐢𝐧𝐚 (𝐒𝐢𝐜𝐡𝐮𝐚𝐧) – 𝐌𝐚𝐥𝐚𝐲𝐬𝐢𝐚 𝐈𝐧𝐝𝐮𝐬𝐭𝐫𝐢𝐚𝐥 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐏𝐫𝐨𝐦𝐨𝐭𝐢𝐨𝐧 马来西亚举行的中国（四川）—马来西亚产业投资推介会

YES Financial honoured to be invited as a distinguished guest seated alongside key Malaysia-China corporate delegates. 很荣幸受邀出席，并与中马两国重要企业代表同席。

The event featured heavyweight keynote speakers: 现场云集重量级主讲嘉宾：
🎙️ Dato’ Tan Teik Chen – Vice President, MCA (China Affairs & Belt and Road Committee) 拿督陈德钦－马来西亚马华公会副总会长（对华事务暨”一带一路”委员会）
🎙️ Loo Kok Seong – President, Malaysia-China Chamber of Commerce 卢国祥－马来西亚中国总商会会长
🎙️ Senior officials from the Sichuan Provincial Bureau of Economic Cooperation 四川省经济合作局领导嘉宾

A meaningful platform for cross-border collaboration between China and Malaysia. 🇨🇳🤝🇲🇾 一场推动中马两国跨境合作的重要盛会。

AiFM《理财我帮你》 与我们的持牌理财规划师 Jordan Peh 一起聊聊一个很现实的话题：
为什么有了副业，钱还是不够用？💰

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

副业可以增加收入，但收入增加，不一定代表财富增加。关键是学会：赚钱、留钱、管钱、投资，并长期累积财富。
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.

在寻找下一个副业之前，不妨先问问自己：
“我赚更多的钱后，真的有留下更多的钱吗？”
Before looking for your next side hustle, perhaps ask yourself:
“Am I actually keeping more of what I earn?”

感谢 AiFM 的邀请，让我们有机会与大家分享理财规划的重要性！🎙️
Thank you, AiFM, for having us and giving us the opportunity to share the importance of proper financial planning! 🎙️

#理财我帮你

𝐈𝐧𝐝𝐮𝐬𝐭𝐫𝐲 𝐄𝐧𝐠𝐚𝐠𝐞𝐦𝐞𝐧𝐭 | 𝐒𝐭𝐫𝐞𝐧𝐠𝐭𝐡𝐞𝐧𝐢𝐧𝐠 𝐏𝐫𝐨𝐟𝐞𝐬𝐬𝐢𝐨𝐧𝐚𝐥𝐢𝐬𝐦 𝐢𝐧 𝐌𝐚𝐥𝐚𝐲𝐬𝐢𝐚’𝐬 𝐓𝐫𝐮𝐬𝐭 𝐈𝐧𝐝𝐮𝐬𝐭𝐫𝐲

YES Trustees Berhad was pleased to participate in the 𝐀𝐬𝐬𝐨𝐜𝐢𝐚𝐭𝐢𝐨𝐧 𝐨𝐟 𝐓𝐫𝐮𝐬𝐭 𝐂𝐨𝐦𝐩𝐚𝐧𝐢𝐞𝐬 𝐌𝐚𝐥𝐚𝐲𝐬𝐢𝐚 (𝐀𝐓𝐂𝐌) 𝐖𝐨𝐫𝐤𝐬𝐡𝐨𝐩, covering areas including 𝐒𝐂 𝐏𝐫𝐚𝐜𝐭𝐢𝐜𝐞 𝐍𝐨𝐭𝐞𝐬, 𝐭𝐫𝐮𝐬𝐭 𝐜𝐨𝐦𝐩𝐚𝐧𝐲 𝐥𝐢𝐚𝐛𝐢𝐥𝐢𝐭𝐢𝐞𝐬 & 𝐨𝐩𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐜𝐥𝐚𝐫𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬.

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: “𝐓𝐫𝐮𝐬𝐭-𝐋𝐢𝐤𝐞 𝐀𝐫𝐫𝐚𝐧𝐠𝐞𝐦𝐞𝐧𝐭” 𝐢𝐬 𝐧𝐨𝐰 𝐛𝐞𝐢𝐧𝐠 𝐮𝐬𝐞𝐝 𝐢𝐧 𝐯𝐚𝐫𝐢𝐨𝐮𝐬 𝐢𝐧𝐬𝐮𝐫𝐚𝐧𝐜𝐞 𝐬𝐨𝐥𝐮𝐭𝐢𝐨𝐧𝐬, 𝐰𝐡𝐢𝐜𝐡 𝐜𝐚𝐧 𝐬𝐨𝐦𝐞𝐭𝐢𝐦𝐞𝐬 𝐜𝐫𝐞𝐚𝐭𝐞 𝐜𝐨𝐧𝐟𝐮𝐬𝐢𝐨𝐧 𝐚𝐛𝐨𝐮𝐭 𝐭𝐡𝐞 𝐧𝐚𝐭𝐮𝐫𝐞 𝐚𝐧𝐝 𝐥𝐞𝐠𝐚𝐥 𝐞𝐟𝐟𝐞𝐜𝐭 𝐨𝐟 𝐭𝐡𝐞 𝐮𝐧𝐝𝐞𝐫𝐥𝐲𝐢𝐧𝐠 𝐚𝐫𝐫𝐚𝐧𝐠𝐞𝐦𝐞𝐧𝐭. 𝐍𝐨𝐭 𝐞𝐯𝐞𝐫𝐲 𝐚𝐫𝐫𝐚𝐧𝐠𝐞𝐦𝐞𝐧𝐭 𝐝𝐞𝐬𝐜𝐫𝐢𝐛𝐞𝐝 𝐚𝐬 𝐚 “𝐭𝐫𝐮𝐬𝐭-𝐥𝐢𝐤𝐞” 𝐧𝐞𝐜𝐞𝐬𝐬𝐚𝐫𝐢𝐥𝐲 𝐨𝐩𝐞𝐫𝐚𝐭𝐞𝐬 𝐚𝐬 𝐚 𝐜𝐨𝐧𝐯𝐞𝐧𝐭𝐢𝐨𝐧𝐚𝐥 𝐭𝐫𝐮𝐬𝐭.

𝐘𝐄𝐒 — 𝐁𝐞𝐲𝐨𝐧𝐝 𝐚 𝐒𝐚𝐥𝐚𝐫𝐲 ✨✨
收入自主 · 时间自由 · 人生掌控在自己手中 💪

✨𝔽𝕚𝕟𝕒𝕟𝕔𝕚𝕒𝕝 𝔸𝕕𝕧𝕚𝕤𝕖𝕣 𝔼𝕟𝕥𝕣𝕖𝕡𝕣𝕖𝕟𝕖𝕦𝕣𝕤𝕙𝕚𝕡 ℙ𝕒𝕥𝕙

• Performance-based income with strong growth potential
• Greater flexibility over your time and work location
• Opportunity to build long-term recurring income
• 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

😌 𝐖𝐡𝐞𝐧 𝐲𝐨𝐮 𝐜𝐚𝐧 𝐧𝐨 𝐥𝐨𝐧𝐠𝐞𝐫 𝐦𝐚𝐧𝐚𝐠𝐞 𝐲𝐨𝐮𝐫 𝐨𝐰𝐧 𝐦𝐨𝐧𝐞𝐲, 𝐰𝐡𝐨 𝐜𝐚𝐧 𝐲𝐨𝐮 𝐭𝐫𝐮𝐬𝐭?�当你无法再亲自管理自己的钱，你还能信任谁？

Who will pay for your 𝐡𝐞𝐚𝐥𝐭𝐡𝐜𝐚𝐫𝐞, 𝐧𝐮𝐫𝐬𝐢𝐧𝐠 and 𝐚𝐬𝐬𝐢𝐬𝐭𝐞𝐝 𝐥𝐢𝐯𝐢𝐧𝐠?�谁来支付你的医疗、护理和辅助生活费用？

And who will make sure 𝐲𝐨𝐮𝐫 𝐦𝐨𝐧𝐞𝐲 𝐢𝐬 𝐮𝐬𝐞𝐝 𝐟𝐨𝐫 𝐲𝐨𝐮 — 𝐧𝐨𝐭 𝐦𝐢𝐬𝐮𝐬𝐞𝐝?�谁能确保你的钱 真正用在你身上，而不是被滥用？

𝐂𝐀𝐑𝐄 𝐓𝐫𝐮𝐬𝐭�让专业信托机构，按你的意愿守护你的资产与晚年生活。

💙 Protect your care. Protect your money.�💙 守护你的照护，也守护你的财富。

📩 Talk to us about CARE Trust.�📩 欢迎联系我们了解 CARE Trust。