Keyboard and Mouse

ABOUT ME

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Passionate About Inspiring Others To Get The Best Life Possible With The Money They Have

Lim Hooi Hooi,CFP, ​​FCTP,  strongly believes that financial education plays an important role in improving financial behavior & financial well-being of individuals.

She has spent over 19 years in the financial services industry and has extensive experience in the areas of personal asset management and wealth distribution (estate planning). Hooi Hooi has helped many clients from all walks of life to take charge of their finances. This is done through customizing and tailoring her advice to cater to her individual clients' needs.

Lim Hooi Hooi is currently the panel speaker of Financial Planning Association of Malaysia, a frequent guest speaker and presenter at radio stations, such AiFM and BFM Radio FB Live Webinars.  She also conducts various financial planning related workshops, webinars & training courses for NGOs, SMEs and University students.  

  

With her partners, she continues to provide comprehensive financial planning solutions to clients, covering all aspects of personal financial planning to achieve individual life goals.

 

Her other areas of expertise include:

  • New Retirementality Coaching

  • Life-Centered Financial Planning Coaching

  • Young Professional Money & Life Coaching

  • Child Tertiary Education Planning (securing your children’s education)

  • Financial Security (ensuring stable stream of income for individual / family)

  • Estate Planning (timely and effective wealth distribution to make your wish come true)

  • General Accumulation / Emergency Money (management of savings for other specific goal planning)

She is currently investing heavily to nurture and prepare her dynamic team members in Coreplus Advisory Sdn Bhd to adapt and continuously grow their business and profession. At the same time, she is passionate in youth developmental works via her active involvement in youth NGOs.

Certifications

CERTIFIED FINANCIAL PLANNER® 

                   CERT TM

CFP        Professional & Certified Member of 

Financial Planning Association of Malaysia (FPAM)

Membership No: C005206

Licenses

CMSRL

Capital Market Securities Representative's License (CMSRL) 

by the Securities Commissions of Malaysia

for the regulated activity of Financial Planning with 

Coreplus Advisory Sdn Bhd

(CMSRL/B4749/2014)

CERTIFIED TRAINING PROFESSIONAL, FCTP

Financial Accreditation Agency (FAA)

CERTIFIED RESULT COACH, AUSTRALIA

Expertise

NEW RETIREMENTALITY COACH, ROL ADVISOR, United States

LIFE-CENTERED FINANCIAL PLANNING, Texas Tech University, USA

YOUNG PROFESSIONAL MONEY & LIFE COACHING