Welcome to our home page specially designed to provide you information that you are looking for be it at individual or at corporation level
We put on our planning instinct of PRESERVATION, while you are busy indulging in your ACCUMULATION activities and together, we would complete your life goals by protecting and preserving those hard earned wealth for many generations.
The complexities of Malaysian wealth today have given rise to the need for Asset Protection & Preservation for both Muslims and non Muslims. Maximizing & preserving the hard earned wealth of High Complex Individuals by avoiding legal hassles, family squabbles, squandering heirs, facing business succession challenges, dissolution of marriage, tax liabilities, bankruptcy and etc are indeed a big challenge.
At A.D. FINANCIAL, we have designed a preparedness system that enable you to identify & master the international proven methodologies to manage your wealth complexities in an evolving & ever changing economic landscape & liberalized market.
Each Individual faces very unique issues and has differing needs in various stages of their life cycle. Effective Asset Protection & Preservation Planning can only be achieved through a durable plan that is designed and customized to their needs & objectives. Products alone such as Wills & Trusts, Life Insurance Plans will not be sufficient to address the efficient Preservation, Accumulation & Distribution of their complex wealth.
Principal Consultant & Managing Director
Alvin Yap (MSc.FP, RFP, IFP) is the Founder, Principal Consultant and Managing Director of A.D. Financial Sdn Bhd, a licensed Financial Planner, an approved Financial Adviser’s Representative and an authorized Unit Trust Consultant with Securities Commission Malaysia, Bank Negara Malaysia and Federation of Investment Managers Malaysia.
Kenneth Poon (C.A.(M), FCCA(UK), CFP) is the Executive Director and Head of Family Office Advisory Division in A.D. Financial Sdn Bhd, He is licensed Financial Planner with Securities Commission Malaysia.
Lynnda Chin Wai Kuan
Lynnda Chin is the Associate Director in A.D. Financial Sdn Bhd, she specializes in Business-Family Advisory and she is a licensed Financial Planner, an approved Financial Adviser’s Representative and an authorized Unit Trust Consultant with Securities Commission Malaysia, Bank Negara Malaysia and Federation of Investment Managers Malaysia.
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