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Mei Li

BSc (Hons) Mgt. Sc. (UK), RFP

With over 20 years of experience in financial services, Mei Li specializes in providing uniquely targeted solutions for individuals, families, and businesses to safeguard assets and grow generational wealth. As a Senior Registered Financial Planner with a Management Science BSc (Hons) from Warwick University, UK, and a background in Product Development at AIA BHD, Mei Li offers valuable insights into financial solutions and strategies tailored to diverse needs.

Mei Li's commitment to excellence and professionalism is evident through her consecutive eight-year recognition as a member of the prestigious MDRT. She has also served as an AIA Pro Coach, guiding and mentoring aspiring professionals in the field.

Outside of her professional pursuits, Mei Li enjoys creating delicious meals in her kitchen, engages in wellness programs, and is also a level 7 Bowen certified practitioner.

Mei Chern

BSc(Hons), MPhil (Cantab, UK), Shariah RFP

Mei Chern is a Shariah Registered Financial Planner with over 16 years of experience helping diverse clients with fundamental aspects of financial planning. 


With a background including a BSc in Psychology (Hons) from Nottingham University, an MPhil in Experimental Psychology from Cambridge University, UK, and having served as the Program Director for a center for learning difficulties, Mei Chern is an MDRT member that brings a unique perspective to financial planning, offering fundamentally important financial solutions tailored to meet the specific needs and values of her clients.

Mei Chern enjoys songwriting and a good cup of coffee.

Datin Ng Pit May

MII-LUTC Dip, FChFp, Shariah RFP

Datin May has over 30 years experience providing financial solutions to her diverse range of clients. As a Registered Financial Planner,  Chartered Life Practitioner (ChLP) and MDRT member with multiple industry awards, she brings to the table a wealth of knowledge and experience with the ability to handle different matters. These honors are not merely symbols of her success but are testament to her unwavering commitment and providing the best service to her clients.

Datin May enjoys sharing ideas, listening and providing solutions from various interest to her clients, now friends. She participate in community services and keeping fit with pilates.

Connie Wong


Connie Wong is the co-founder of the company, with over 40 years of experience and a ChFC (Chartered Financial Consultant) graduate. As a multiple MDRT member, industry awardee, and industry speaker, Connie Wong’s wealth of experience is well placed with the wisdom and insight to advise and guide the firm’s direction and values. Her vision is to empower and train the younger generation of advisors to ensure their clients secure their long term financial goals.


Major Leow (AMN)

Managing Director, RFP


Major Leow is the co-founder of the company, with over 40 years experience in the field and was also an aeronautical engineer with the Royal Malaysian Air Force. Major Leow was awarded the AMN (Ahli Mangku Negara) for serving the country before starting this firm. With his wealth of experience, know-how and leadership, he was elected as the past Sec Gen of NAMLIFA, past-president of LUSEB, and various positions in professional financial planning organizations. 

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