Joey is the Managing Director and Co-founder of Coreplus Advisory Sdn Bhd, a firm dedicated to provide comprehensive financial planning services that go beyond numbers—integrating both the quantitative and qualitative aspects of financial well-being.
A graduate of Universiti Malaya with a Bachelor’s Degree in Science, Joey is a CERTIFIED FINANCIAL PLANNER (CFP®) since 2009 and a qualified Islamic Financial Planner (IFP). With her extensive expertise in financial planning, investment management, and estate planning, she has helped individuals, families, and businesses make sound financial decisions, achieve financial freedom, and build meaningful legacies.
At Coreplus Advisory, Joey and her team believe that financial planning is not just about managing wealth—it’s about ensuring peace of mind, security, and aligning financial strategies with life’s priorities. Their approach integrates both the technical aspects of financial management (such as investment, risk management, and estate planning) with a human-centric focus, ensuring clients have the clarity and confidence to focus on what truly matters to them.
Passionate about making a difference, Joey has a special focus on supporting families with special needs and caregiving responsibilities. Leveraging her deep knowledge of will and trust planning, she provides solutions that offer long-term protection and financial security for these families, ensuring their loved ones are well taken care of.
Through Coreplus Advisory’s holistic financial planning approach, Joey remains committed to guiding her clients towards financial empowerment— blending financial expertise with compassionate planning to create a future that is both secure and fulfilling.