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, Assistant Sales Manager

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

Very Knowledgeable Session with Real Case Sharing

“It shed some lights into how to start my financial planning as I have been clueless where to start. Very knowledgeable session with real case sharing.”

— Candace Teo, Account Manager

Benefited Me a Lot in terms of Knowledge

“I was invited by a good friend, Syafini. Thanks to her this session has benefited me a lot in terms of knowledge. I told her to share this knowledge to our other friends too as I believe this would mean a lot to them (as how I feel now). I can’t remember the name of the guy speaker but he’s delivering greatly during the session. Same goes to the cute lady. Thank you guys, now I know why Syafini loves what she’s been doing because she has a great team supporting her. Keep doing great, may God bless all of you!”

— Nurul Farhanna, HR Executive

Awareness to Manage Our Financial

“The most beneficial is the awareness to manage our financial of income.
The biggest discovery I made so far is the importance of how much liquidity need to secure when I’m retired.
This experience has been an eye-opener on managing my income compare to others. Yes, this session is really up to my expectation. Yes, I recommend to all working people especially.”

— Nurul Ain, Senior Executive

A Clear Picture on How to Manage my Financial

“This pandemic situation triggered me to more serious on financial planning. I start looking for guide on how to manage my financial and what should I do next. And one day I got the invitation from EVOL Consultancy. It help me to have a clear picture on how to manage my financial. Thank you EVOL Consultancy!”
— Nonny Mohd, Senior IT Security Analyst

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

Made Me Aware of Current Financial Situation

“Thank you Stanley for the one-on-one consultation on the financial roadmap. A very fruitful discussion. This made me aware of my current financial situation. To be honest, it really scared me

I have a target but can I achieve it later? But from my consultation with Stanley, he did gave me a few points and tips to help me to manage my financial situation. Definitely will repeat this again with him to ensure I on the right track to achieve my financial goals.

So, if you are like me who has a target but still not sure how to manage or achieve it, I recommend you guys to have this one-on-one consultation. ”

— Yaya Zulkeffli, Senior Executive

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

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

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

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

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

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

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

Especially Love the Real-life Examples

“The session was well organized. I especially love the real-life examples which outline very relatable situations one may encounter in different stages in their life and that certainly has helped improve my understanding around financial planning. I feel that I could be a lot more equipped and able to pursue my goals with greater confidence with early financial planning.”

— Bernard Chin, Community Manager

Made me Realise Simple Adjustment Can Go a Long Way

“Entire presentation was well delivered, easy to understand. Case studies were insightful. Made me realise simple adjustment can go a long way.”

— Su Ping, Engineer

Understand Better on the Benefit of Financial Planning

“I like the case study sharing session. It helps me to understand better on the benefit of financial planning. Different scenarios lead me to understand that no single best solution is available, and we need to justify base on our current situation. This is my first financial planning session and I think this is a very helpful session and would highly recommend everyone to join.”

— Dodo

Love the Idea of Organise Current Financial Portfolio

“Interesting how we think that we already have enough fund for retirement but we actually don’t. The case study shared very insightful. Good job EVOL team.”

— Iera, Admin

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

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

Actual Study Cases Compiled is Very Helpful

“Credits to EVOL for coming out with such original content and use it to educate us. The actual study cases compiled is very helpful and they break it down by further analyzing and explaining the why behind the what making it easy for participant to understand the pointer and message. Definitely worth to attend for someone who is looking to start planning for retirement. Thank you Maxine, Stanley and team.”

— Kok Hwa, HR Executive

It Helps Participants to Understand the Situation Better

“My biggest takeaway from the session is when EVOL dissected the case study 2 for us. It helps participants to understand the situation better. From this session, I get to know the various types of RoboAdvisors. This is my very first financial planning session and so far so good. Would definitely recommend to my friends so that they get to benefit from the session too!”

— Venetia Yap, Risk & Compliance Officer

Love the Idea of Organise Current Financial Portfolio

“Love the idea of organise current financial portfolio. Definitely will recommend this session & will introduce others to join next time. :)”

— Sherene Lim, Designer

It’s Informative

“Overall it’s informative. The real life case studies were quite related. I think I should start to organise my current financial portfolio so that I could start early and plan early. Looking forward for more in depth session.”

— Yi Qian, HR Executive

“A very good session, eye opener on lot of facts and reality.”

— Laxman, Lead Data Architect

“Most beneficial part of this session is towards the end of case studies – Retirement with family(parents) in mind.”
— Kevin Adrian Theseira, Operations

“Best real case study and the solution for retirement.”
— Mohamad Kazrol, Land Surveyor

“Ribhan Syafini is very helpful in explaining in details of what insurance coverage that meets my requirements. Her friendliness make me able to understand thoroughly and that’s being the reason I’m choosing PruBSN Takaful.”
— Syikeen Harith, Senior Executive, HR

“Amirul is very friendly and patience in giving explanation regarding the Hibah subject that I ask him. After listening to his advise I know that I made the right decision and already recommended it to my friends to him. I think the most important thing and most beneficial part of the consultation is to listen first of what the client wants and Amirul did just that. He respected my view and later gave me the necessary advise. He made me at ease without giving me any pressure.”
— Amin Abdul Nasir, Script Writer

“Ya sangat sesuai dan mencapai objektif dan harapan saya. Amirul seorang yang sangat profesional, sangat ramah dan banyak ilmu runding kewangan yang saya dapat selama kami berbincang. Boleh dikatakan semua bahagian sangat bermanfaat bagi saya. Hanya dengan adanya insurans dapat menjamin masa depan lebih baik. Ya saya ada mengesyorkan kepada kawan-kawan lain juga.”
— Akram Ahmad, Guru

“Hi! I dah kenal Syafini lama. Since uni. time. I memang rasa this career match her the most. Dia sejenis friendly & approachable. Even dah kenal lama she never push us to sign up with her, but she shared her knowledge about how important to have medical insurance, financial planning, income replacement etc. instead. Easy to talk to her as she never used jargon terms. She will also recommend what is the best for us after knowing our financial condition & objective. Based on my experiences (signed up Hibah & medical insurance), the procedures went smoothly & quite fast. I really hope that she is reachable when we (clients) need her assistance. And I believe she is :)”
— Fath, Human Resource

“Friendly, Informative, helpful, Great Consultant!”
— Faishah Halid, Data Processing Executive

“Consultant was very calm and clearly explain everything that I need to know. Professional in the way he ask for opinion and answer my doubt. Most beneficial from the way he open my mind on how important it is to have the hibah for me to help my family. Biggest realisation is the important of having any one of the wealth planning product. Absolutely recommended to others…family and friends!”
— Mohd Shamsul Ishak, Assistant Producer

“Consultation was very direct and easily understood. I personally don’t have any objectives and expectations in the beginning. The consultant was very knowledgeable and replied to my queries. I was very satisfied with the answers. The part that he explained, that I think is the most beneficial was, “you need to start setting a target or goal and work towards it” Most people work hard in order to save money but in reality to have a target at the top makes more sense. It made me realise that I need to start planning for my future financials. Yes I do recommend him to others.”
— Katrina Ang, Teacher

“Everything was good, answered my questions well and very professional. Will recommend to others.”
— Bibi, Optometrist

“Yes, this consultation is really benefit to me and I will share to others. Good explanation and communication between me and consultant, positive point of view in term of planning reserve plan in case to handle any unexceptional situation in term of income and healthy.” — Hamidon, Chef

The talk made me realise that :
1) Don’t rush into retirement
2) List all portfolios
3) Start early on retirement planning
— Emmalia Hani, Senior IT Quality & Vendor Management

“Almost all parts are important for me. I learnt some new ideas about financial planning and started to relate with what I have planned. This one is more focus for retirement but I’m still happy that regardless of saving money for future, we can still enjoy our hobby but to create habit of saving is important. I’m sure will suggest to those who needs help.”
— Naimah, Lecturer

“I am very satisfied this session was able to give so much impact and knowledge to me. Sometimes we think we are ready enough to retire but we are not really sure what will happen in the future.”
— Fairus, Marketing Manager