A financial planner in Kuala Lumpur whose licence you can verify
I'm JMarc Chong, a BNM-Licensed Chartered Financial Planner based in Kuala Lumpur, working bilingually with Chinese-speaking families and business owners — family-office-style planning, never a single-product pitch.
Anyone in Malaysia can call themselves a financial planner — but a licence is publicly checkable. Step one isn't listening to a pitch; it's these three registers (check me too):
- BNM Approved Financial AdvisersBank Negara's published list of approved financial advisersCheck →
- SC Public Register of Licence HoldersLook up Capital Markets Services Licence holders, incl. financial planningCheck →
- MFPC Financial Planner DirectoryThe Malaysian Financial Planning Council's planner directoryCheck →
Verify me: JMarc Chong, licence no. eCMSRL/B9396/2019 — searchable on the SC public register above.
Beyond EPF — how much you can safely draw each month, and for how long.
Tax preparation before a sale, cashflow structure after, salary-dividend mix.
SG-MY assets, wills vs trusts, and how the next generation takes over.
「What struck me most working with JMarc is that he understands both the pressure on a business owner and the worries of a second-generation successor. He doesn't rush to answers — he helped us untangle family, company, and future funding, layer by layer.」
More client voices →「What I value most is how clearly JMarc explains things — never burying you in jargon. He helped me organise my income, insurance, investments, and retirement goals into a direction that finally feels solid.」
- How do financial planners in KL charge?
- The market ranges from a few hundred ringgit per consultation hour to several thousand for a full plan. My practice: the first conversation is free; we define scope and goals first, then discuss fees transparently — never tied to a single product.
- How do I verify a planner's licence?
- Check three official sources: BNM's approved list, the SC public register, and the MFPC directory. Name, licence and firm should all match — verify me the same way.
- Do you work in Chinese?
- Fully bilingual. Meetings, documents and follow-ups can run entirely in Chinese — which matters across generations of a family.
- I'm not in KL — can you still help?
- Yes. Singapore, Johor Bahru and cross-border families are routine; we work mostly online, with in-person meetings available in KL.
Verify my licence first — then let's talk about your situation. The first conversation is free.
Family Office Practice · Kuala Lumpur