Yi Xuan helps Malaysian adults answer one question in their 30s to 40s: “can I make work optional, and when?”

For about 8 years he wrote about personal finance and investing on his blog, nomoneylah.com, while also working as General Manager and trader at a licensed trading firm. Content reached a lot of people, but it couldn’t go deep enough to help his audience achieve their ideal work-optional life. So he earned his CFP and became a licensed financial planner, to do the work one-to-one and do it properly.

His planning starts with your life, not with products. Before any numbers, you map out the life you actually want to live. As he puts it: you are the director of your life, and he is the producer. He checks whether the budget can shoot each scene and what to adjust when it can’t. His job is to show you what to focus on and what noise to ignore.

He also believes the hardest part of money is rarely the maths. It’s the anxiety, the beliefs we picked up growing up, and the conversations we avoid with the people we love. It is the inner work that Yi Xuan continues to do himself even until today.

Over the years, Yi Xuan often appears various finance-related workshops and events, such as MonieFest, InvestFair, BBK Network, BFM Caijin, and more. He also graduated with a Degree of Economics from Universiti Malaya (UM).