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.
Kenneth Poon (C.A.(M), FCCA(UK), CFP) is the Head of Family Office Advisory Division in A.D. Financial Sdn Bhd and a licensed Financial Planner with Securities Commission Malaysia.
Principal Consultant & Managing Director
Alvin Yap is the Principal Consultant for Family Office Advisory in Malaysia, Singapore and Hong Kong. He also heads the Islamic Wealth Management division. Alvin is a licensed Financial Planner with Securities Commission Malaysia.
Alison is the Head of the Personal and Corporate Risk Management Department and a licensed Financial Planner with Securities Commission Malaysia.
Lynnda Chin specializes in Business Family Advisory and she is a licensed Financial Planner with Securities Commission Malaysia.
Kah Wye, Ngau
Head of Family Office Investments
Kah Wye (C.A.(M), FCCA(UK), CFP) is the Head of Family Office Investments. He specializes in Portfolio Management, Segregated Managed Accounts and Private Equity for Family Offices. He is a licensed Financial Planner with Securities Commission Malaysia.
Rui Ming, Liew
Rui Ming (B.A. in Finance and Marketing) is the Senior Consultant for Business Family Advisory.
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