What is Your “Return on Life™?”

Specialize in Couple Running a Business Together

YONG SZE KUI

Financial Life Coach (FLC)
Licensed Financial Planner (LFP)
License No. :
eCMSRL/B9755/2020
Email :
szekui81@gmail.com
Specialize in Couple Running a Business Together

YONG SZE KUI

Financial Life Coach (FLC)
Licensed Financial Planner (LFP)
License No. :
eCMSRL/B9755/2020
Email :
szekui81@gmail.com

Szekui Yong is a financial professional with over 20 years of experience, currently serving as a Licensed Financial Planner at Coreplus Advisory Sdn Bhd. She holds the Registered Financial Planner (RFP) certification and is a recognised HRD CORP Certified Trainer.

 
Szekui supports couples in navigating their financial journey, ensuring alignment and long-term security. She is dedicated to designing comprehensive financial roadmaps that guide individuals through various life stages, from singlehood to marriage and beyond, ensuring a secure financial future.

 
Her expertise has earned her recognition as a guest speaker on CityPlus FM, where she shared valuable insights on financial planning for Malaysians migrating overseas. She covered key aspects such as family life planning, children’s education, and financial security for a family. She demonstrates her deep commitment to helping individuals and families achieve financial stability.

 
Szekui’s approach is rooted in understanding the dynamics of couple finances. She works closely with couples to foster financial harmony. In addition to her work, Szekui is also highly active in providing financial solutions to SMEs, particularly those operated by couples. She has more than 10 years active to help SMEs identify, assess, and transfer risks through a proper risk management and contingency planning.
She specializes in structuring couple-run businesses with proper succession planning to protect their business and wealth. Her expertise ensures that SME owners can safeguard their business, creating sustainable and lasting legacies for future generations.

Mr Wong & Madam Lee
– Business owner (Event Company)
We’re a husband-and-wife business team, and we truly appreciate Szekui’s professional advice. She took the time to understand our current situation and gave us clarity on our company succession plan. She helped us differentiate our business cash flow and company loans from our personal financial planning. That insight really opened our eyes and gave us more confidence in planning for our future. Her guidance was practical, thoughtful, and exactly what we needed.
Mr. Low
– Business owner (Retail shop)
我是做批发生意的,感谢 Ms Yong 的分析,让我看清楚一直用个人资产撑公司带来的问题,也提醒我生活和工作真的需要平衡。她让我明白如何制定策略,不只保障生意和家庭,还能把生意顺利传给下一代,同时规划一个不依赖孩子、自己掌控的晚年生活。她很专业,也很真诚,真心推荐她给有家庭和事业规划需要的朋友!
Victor Tham
– Deputy General Manager
SzeKui has been my Financial Planner for more than 15years. My family insurance all under her cares. She is a dedicated and responsible planner whom understand my needs. 100% Trusted.
Edwin Teh
– Company Secretary
Very experience and knowledgeable financial planner. Overall I’m satisfied with her professional service.
Chelsea Tan
– Principal Quality Engineer
I hold Sze Kui in the highest regard as far as customer service goes. She is top notch, where I get the information and answers I need in a prompt and courteous manner. Besides providing excellent customer service, she is very also trustworthy and always provide sincere recommendations. I would definitely recommend Sze Kui to any of my friends or family.
Jessy
– Manager
Szekui is very welcoming, friendly and professional to provide her client with sound financial advice and guidance. I'm highly recommend Szekui and look forward to many more years working with her.
Siti Nuratiqah
– Executive
Hi Yong, thank you so much for the insights that you had given just now.I liked the session as it exposes me to various types of takaful (which I only knew of medical before); and the reason of why people chooses takaful for their wealth planning. The session also benefited me in the way that I get to have a clearer view on how to plan my tax (which the first time I’ll be submitting my BE form is next year). This session is so beneficial, being the one-to-one feature to ensure that if I got any confusion, it can be cleared on the spot. Thank you again 😊
Floral Ko Ng
– Freelance Accountant
She is very helpful in financial planning and gave me plenty of useful advices tailored for my financial needs. I will definitely recommend her to all my friends for financial planning.
Nina
– Accountant
Thanks szekui, she is experience consultant, she knows our concern and give us solution. will definitely recommend her to all my Muslim friends especially who are married.