"Hi, I'm Zulkhairi Zulkifli

I’m a Licensed Financial Planner with Expanded Scope. Specialized in preparing equity investment plan for retirements.

Though there are many types of investments available, my focus is in equity/stocks investments.

In 2021, I’m also a co-speaker for Shariah Investing 101 webinar. This webinar is sponsored by Bursa Malaysia-i.

You deserve a second opinion, and these are the processes!

Financial Consultancy

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One-on-one financial assessment by a licensed financial planner. How is your financial strength? Do you have adequate cash flow? What is your current retirement preparation?

Investment Planning

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We assist clients with clear investment objectives and strategies that are valid for new investment or restructuring existing portfolios.

Equity Research Report

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We prepare an equity research report for the client’s preference. Our source of reference is from the individuals and institutions licensed to provide stocks investment advice. The client will get shortlisted stocks customized to their risk profile.

Portfolio Restructuring and Review

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We don’t act like a stockbroker but as licensed financial planners. The client’s stock portfolio is designed not to get a commission but to achieve retirement objectives. After the restructuring process, we will monitor the stock portfolio continuously to achieve the retirement objectives.

"Get your investment planning customized so you'll be on track for retirement."

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