MyFP Services Sdn Berhad was incorporated in 2002 and is a licensed financial planning firm and holds the Capital Market Services License (CMSL) for Financial Planning issued by the Securities Commission of Malaysia. MyFP provides comprehensive financial planning advice and services and is the pioneer in adopting an unbiased fee-only model when working with clients. MyFP’s financial planning advice and services include developing retirement and education plans, advising on life insurance and general insurance concerns, investment planning needs, estate planning, will writing, personal debt management, tax planning and other personal financial services. MyFP also provides advice on exit and succession planning strategies for our business owner clients.
MyFP’s financial planning solutions employ world class cutting edge tools and processes. Our investment and estate planning solutions includes access to thousands of global products and services at no upfront sales charge and where possible without any imbedded sales commissions to cater to the varied needs of our Malaysian and expatriate clients.
As a firm, we are fiercely independent in our financial planning advice and services for clients and treat all engagements on a strict confidential basis. Our policy is to be transparent about our fees and revenues to our clients so that they can trust our advice is always for their interests first. Our compensation is only from fees paid to us directly by the client for the various advice and services so as to ensure that our customers receive impartial financial advice and information on their financial future.
Our policy has always been “Advice first, then products later with reliable services”.