About our work
At EVOL, the meaning of success lies in Be Better Me, the value of success lies in Lead Better Lives.
About EVOL Consultancy
EVOL Consultancy (EVOL) is an organisation based in Malaysia, led by registered financial planners, committed to bringing evolutionary positive change and development towards people’s financial management views, ideas and practices. EVOL believes that a self-directed transformation within the internal of each individual’s life, rather than external societal or environmental changes alone, holds the key to lasting human’s financial peace of mind.
EVOL also believes that a great evolution in just a single individual (Be Better Me) will help achieve a change in the destiny of a family, a community (Build Better We), and further, will enable a change in the destiny of society (Lead Better Lives).
Our Vision, Mission & Approach
Our Vision & Awareness:
Be Better Me, Build Better We,
Lead Better Lives.
Enhancing Value Of Lives and contributing to the betterment of society through humanistic Wealth Education and Wealth Planning.
Promoting comprehensive Wealth Education and cultivating talent;
Giving the right Wealth Planning solutions and extending protection and loving care to all.
What we do
- We promote comprehensive wealth education, provide need-based financial service solutions for individuals, families and businesses.
- We develop knowledge-based, practice-based consultants and mentors to jointly promote wealth education and guide the public to manage their wealth planning in a better principal direction.
- We do adaptive training and coaching to cultivate professionals in the financial service industry.
- We practice teamwork leadership and remote working, utilise information technology to work effectively and productively – beyond boundaries, anywhere, anytime, with anyone. We work outside of a traditional office environment and have the control to design our days so that our professional and personal lives can be experienced to the fullest potential and coexist peacefully.
- We provide insurance and financial service solutions, representing Prudential Malaysia, Prudential BSN Takaful, Eastspring Investments and Chubb Insurance.
EVOL name and logo
The word “EVOL” inspired by ‘Evolution’, ‘Love’ and our mission of ‘Enhancing Value Of Lives’. EVOL was founded to bring evolutionary positive change and development towards people’s financial management views, ideas and practices. EVOL believe the attitude of continually learning, striving, improving ourselves and at the same time contributing and enhancing the value of others is the path of true success.
The silver colour in EVOL Logo symbolises professionalism and the financial service industry. The yellow colour and “O” represent the hope of the sun shines on everyone. The seven portions of “O” symbolise enhancing the value of lives in seven life areas: Spiritual, Health, Education, Family, Career, Financial, and Social.
Meet the Team
Interesting & Concise
“It has enough information on what I wanted to know, so it doesn’t bore you into dry topics. Otherwise if I need to find information online, belajar sendiri, faham sendiri.. But it’s good enough, it’s concise, you terus tahu what financial planning is about. All in all this is a very good session!”
— Hani, Social Worker
Right Knowledge & Essence
“In my opinion the most beneficial part is the allocation percentage shown on how we should allocate our money in monthly commitment. That was indeed the most hardest part when we do monthly segregation. Through this talk, I learn on how proper budgeting plan can actually help in order for us to plan for future ahead. Sure this discussion surely meet up to my expectation on getting what I can say as right knowledge/essence on building up a proper budget plan from scratch. Thank you EVOL.”
— Norfarahana, Executive
Effective in Identifying Our Aim & How to Achieve it
“Thank you Stanley for the one on one consultation done for my family financial road map. The session was effective in identifying our aim and how to achieve it starting now. We noticed we have multiple source of savings but didn’t really put an objective to it clearly. All we know is we need to save but Stanley pointed out our flaws that without actual purpose, we can’t have a proper plan to achieve it. Hence, each saving serves a purpose. And now we have identified each clearly and had a chance to project it and Stanley suggested further how to allocate our resources on monthly basis correctly to achieve our long term financial goal. Most importantly, we now notice how important insurance is to help us if anything goes south in our plan – how much we suppose to have and how much we are currently lacking. Once again, thank you for customizing the financial road map to us! I recommend to whoever reads this post to have a session with EVOL Consultancy.”
— Liyana, Senior Executive
Opened My Eyes For The First Time About The Health of My Financial Situation
“I have never considered consulting a professional financial planner before. To my surprise, Maxine mapped out my 30 year financial health projection with different case scenarios about my potential cash flow should different situations occur. She even projected how much I can spend on travel and how much I should save for my kids tertiary education. I also found out when I can finally retire happy without worrying about my financial commitments. Having these information given to me in a well documented report opened my eyes for the first time about the health of my financial situation.
I really appreciate Maxine’s patience, professionalism and effort to explain to me the details and check with me the accuracy of the data. Her honest and open feedback on my financial health has given me more confidence on my future financial planning. Maxine displayed maturity and experience in handling complicated financial matters especially when dealing with financial planning for both my Malaysia and Singapore financial situations.
I am happy that I agreed to undergo a professional financial planning with Maxine. I strongly recommend her professional services and it is without a doubt a first class service from her.”
— Ben Ooi, Engineer
Helpful to See Case Studies As Example
“All sessions were equally beneficial but it was helpful to see the case studies as examples.
Biggest discovery was utilizing flexi home loan as “fixed deposit” or reserve fund.
This was my first session so cannot compare. Better than my expectation. Yes definitely recommended.”
— Munirah, Doctor
Help Us to Understand & Utilise Different Options
“Good sharing with different real case study of retirement journey which help us to understand and to utilise different options to secure the retirement plan based on owns requirement.”
— Suet Wee, Purchaser
A Very Solid Picture Which Made Me Confident
“This is my first financial planning session. Stanley and Maxine gave a very clear and detail explanation, which was very easy to understand, and it was up to expectation.
The analysis made me know where do I stand in my financial status now, and also in the future. It paints a very solid picture which made me confident in my life. I also discover that a good financial planning is very important to gain wealth and financial security- rather than blindly pursuing earnings but without proper planning.
I would strongly recommend this meeting to others. Thank you Stanley and Maxine, I gain a lot through the session.”
— Vern Jun, Physician
Understand The Purpose of Each Money Saved
“Very friendly and patience to go through my financial report to me, the most beneficial part is understand the purpose of each money saved, and better planning for the saving I have.
The biggest realisation is I think I need to track the records where is my money spent to, so I can have better planning.
Yes, I would recommend Maxine to my friends, as I can feel her passion to her work and try to help people to manage a better financial plan.”
— Siau Yong, Marketing
Clear Cut Strategy
“The best part about it is actually the knowledge of financial planning and how you want to do budgeting, that’s the most essential part of our life. It also gives you a clear cut method or strategy on what should you take to have better financial planning.”
— Akmal, Procurement
Things That I Want to Know
“How much is the amount that considered enough, the references, value and guideline are provided by the speakers. It goes in a gradual way to clear up the concept first and then let you know the things that I want to know as reference. I think it’s helpful for me.”
— Jackie, Fresh Graduate
Very Useful Information On The Portfolio Assessment & Gap Analysis
“Very Fruitful session today!! Thanks for sharing the case studies, advices and recommendations. 😊 Especially on the portfolio assessment and the gap analysis. Very very useful information. 👏👏👏”
— Yoke Peng, Assistant Manager
Ideas That Most Ordinary People Always Looking For
“EVOL team has this genuine approach when sharing the ideas that most ordinary people always looking for in their life. This session resonated me well and beneficial to me as a woman/wife/mom (thank you for this opportunity and experience!) Reason being, I’m always looking for classes/people/team that have a solid understanding about managing financial/health risk in daily life, using relevant and genuine sharing of ideas/thoughts/approaches/techniques with intention to really create the awareness while still pushing the humanity forward and co-elevate others for a better and healthy lifestyle with appropriate financial management system/tools especially for people outside the industry.
I would definitely recommend EVOL table talk to others!”
— Laily, Senior Officer
Financial Planning in Detail
“The most beneficial when it spreads out financial planning in detail. I’ve never been to a proper financial planning session, so this is eye opening, and I really love the concept that this session does not entirely about one product, but it could be anything in general, and really focuses on budgeting and financial planning.”
— Afdhal, Graduate Architect
Made Me Realise to Get Financial Situation In Order
“Such a great session! Learned a lot. This was something I have always wondered but never made an effort to know more about. Thank you to my friend Amirul for inviting me to the talk. It has made me realise to get my financial situation in order as I approach 40 years old! I definitely would recommend this to everyone I know so they at least can start thinking about their finances in a more realistic manner. Thank you!”
— Jelo, TV Production Coordinator
Together, let’s Build Better We and Enhancing Value Of Lives!