Financial Planners South East Asia: Recent Episodes

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Financial Planners South East Asia Podcast is dedicated to driving the positive evolution of financial advice, specifically within Southeast Asia.

Hosted by Gwen Lazarito from XY Adviser, this podcast showcases different financial advisers from across the Southeast Asian countries and explores the development of the Financial Advice industry from their country of origin.

To join a professional network for financial advisers driving the positive evolution of financial advice www.xyadviser.com

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In this episode, Gwen chats with Kristoffer Jun "Toffee" Yurong who is a Senior Unit Manager AXA Philippines and a 2022 GAMA Global FLA Bronze awardee.

Toffee shares how he became an effective Senior Unit Manager to a thriving team of 35 Financial Advisers, how he earned his GAMA qualifications 3 years in a row and his advice for aspiring Unit Managers in the Financial Advice/Insurance industry in the Philippines.

Kristoffer Jun "Toffee" Yurong LinkedIn: https://www.linkedin.com/in/toffeeyurong/

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In this episode, we have Francis Louigi Canizares, a Registered Financial Consultant and a full-time trader in the Philippine Stock Market.

Francis shares the top 3 misconceptions he has heard from clients about stock investing and how, as a specialist, to address these misconceptions. He's also cited several credible resources Filipino Financial Advisers can check on a regular basis to make sure they're up-to-date with the latest financial news: SEC Philippines website (advisories) https://www.sec.gov.ph/investors-education-and-information/advisories/ PSE Disclosures https://edge.pse.com.ph/

Francis Louigi Canizares LinkedIn: https://www.linkedin.com/in/francislouigicanizares/   Francis Louigi Canizares Email: canizaresfrancis@gmail.com

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In this episode, we have Grace Escobar, Executive Vice President of International Association of Registered Financial Consultants or IARFC, Philippine Chapter.

She chats with Gwen about the role of Financial Consultants, how they help their Filipino clients and the future of the industry.

Grace Escobar LinkedIn: https://www.linkedin.com/in/grace-de-vera-escobar-7692682a/ Email: G.Escobar@iarfc.org Contact number: +63 917-576-9207

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In this episode, Jay Adrian Tolentino is back to talk about what he, as a Financial Coach, offers his clients. Jay Adrian 'Kuya Jay' Tolentino is The Purpose Driven Adviser - an Independent Financial Coach to Overseas Filipinos based in Dubai, UAE. He is also the host of Pera and Purpose podcast

Jay talks about his journey in Financial Advice and becoming a purpose-driven adviser.

Pera and Purpose podcast: https://open.spotify.com/show/34a28H6MAyONeyqfCU2Aoh?si=beb3e07705784b8e Purpose Driven Finance Facebook: https://www.fb.com/PurposeDrivenFinance

Jay Adrian Tolentino LinkedIn: https://www.linkedin.com/in/jayadriantolentino Jay Adrian Tolentino Website: http://www.jayadriantolentino.com/

Book Recommendation: Unshakeable by Tony Robbins

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In this episode, we have Rey Manigos, a Financial Adviser from Sunlife based in the Philippines.

Rey shares how she started in the industry and how her story has brought her to serve mostly parents as her client base.

Rey Manigos Facebook: https://www.facebook.com/rey.manigos

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In this episode, Vivian Chin returns to the show to talk about her social media journey and how she's able to craft great, engaging posts that have helped her business grow by at least 80%.

Vivian Chin is a Licensed Financial Planner from VKA Wealth Planners based in Malaysia. She's been in the financial industry for almost a decade.

Vivian Chin Hoi Shin LinkedIn: https://www.linkedin.com/in/vivian-chinfp

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In this episode, we have Emily Blanch, Head of Community at XY Adviser.

Em is an absolute legend when it comes to human connection and building relationships. She shares with Gwen how her experiences in Financial Advice and Hospitality industry has helped her figure out how to provide absolute value for clients so they become raving fans for life.

Emily Blanch XY: https://www1.xyadviser.com/members/2191186 Emily Blanch LinkedIn: https://www.linkedin.com/in/emilyblanch/

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In this episode, Gwen chats with Joel Kerin, a Senior Financial Adviser for Australians and Australian Expats at Ally Wealth Management.

Joel chats about his experience being an Expat Adviser and what drew him to this niche. Expat advice can become complex, especially with Joel's case where his clients live in different parts of the world. So, though it isn't for everyone, it's certainly an interesting niche and one that's certainly worth looking into, and Joel shares why and how you can become an Expat Adviser.

Joel Kerin LinkedIn: https://www.linkedin.com/in/joelkerin/ Ally Wealth Management: https://allywealth.com.au/

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In this episode, Gwen chats with Jarrad Brown, a Fee-based Financial Planner at Australian Expatriate Group - a specialist division of Global Financial Consultants based in Singapore.

Jarrad talks about his experience as a Financial Adviser for Australian ex-pats in Singapore, the challenges one might face when providing advice to ex-pats and how he has dealt with cultural and government regulation differences.

Jarrad Brown LinkedIn: https://www.linkedin.com/in/jarradcbrown/ Jarrad Brown Website: https://singapore.feebasedfinancialadvice.com/ Jarrad Brown Youtube: https://www.youtube.com/c/JarradBrownAustralianExpatFinance

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In this episode, we have Clayton Daniel who is a former Financial Adviser, author and Managing Director at XY Adviser.

He chats with Gwen about Financial Advice in Australia, the role of XY Adviser in the Financial Advice community and how to start your very own financial planning practice.

Clayton Daniel XY: https://www1.xyadviser.com/members/2189000 Clayton Daniel LinkedIn: https://www.linkedin.com/in/claytondaniel1/

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In this episode, Gwen chats with Raymond Chan. He is a Licensed Financial Planner and Business Development Manager of VKA Wealth Planners based in Kuala Lumpur, Malaysia

Raymond shares how he started in the Financial Advice industry as his mother's administrative associate to later acquiring his mother's clients and how they've helped their clients along the process.

Raymond Chan LinkedIn: https://www.linkedin.com/in/chan-chun-lim-raymond-515b9915/ VKA Wealth Planners Website: https://vka.com.my/

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In this episode, Gwen chats with Coach Efren Cruz, the Chairman and CEO at Personal Finance Advisers Philippines. He is also a Bestselling Author and a Registered Financial Planner of RFP Philippines specializing in training on financial planning for employees of corporations.

Efren Cruz LinkedIn: https://www.linkedin.com/in/efrenllcruz/ Efren Cruz Facebook: https://www.facebook.com/Efren7962

To get a copy of "Taming the Rebellious You" Contact Coach Efren: (+63) 9175050709

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In this episode, Gwen chat with R Kumaran, an MDRT Coach and CEO of The Insurance Collective based in Singapore.

Kumaran talks about the struggles and opportunities in the Insurance industry in Singapore and how his company, the Insurance Collective, was created to help insurance advisers navigate through these while providing greater value for their clients.

R Kumaran LinkedIn: https://www.linkedin.com/in/r-kumaran-8473a8206/ The Insurance Collective Website: www.theinsurancecollective.com.sg

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In this episode, Linnet Lee, CEO of the Financial Planning Association of Malaysia chats with Gwen about the evolution of Financial Planning profession in Malaysia.

Linnet Lee LinkedIn: https://www.linkedin.com/in/linnet-lee-77779627/

Financial Planning Association of Malaysia website: https://www.fpam.org.my/

Financial Literacy Podcast at PodCat with Linnet Lee: https://www.youtube.com/watch?v=UCIfyo0wcrE

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"Not everything should have to come with a price."

In this episode, Kevin Neoh is back in the podcast with Gwen. Kevin is the Founder and CTO of NextGen Advisors, Practice Director of VKA Wealth Planners and a Certified financial planner from Kuala Lumpur, Malaysia.

He's back to share how he's creating meaning and free content that people are excited about, the free content that he puts out there with his team and how he helps fellow Financial Planners position their value to clients.

The Iceberg post "What Does A Financial Planner Do?" t.ly/IGYm

Money Warriors Community: https://bit.ly/joinmoneywarriors

Kevin Neoh LinkedIn: https://www.linkedin.com/in/kevinkmneoh/ Kevin Neoh FB: https://www.facebook.com/kevinkmneoh

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In this episode, Gwen chats with Felix Neoh, Director of Finwealth Management in Malaysia.

Felix discusses the misconceptions of the working middle class around financial planning, the steps Financial Planners can take to address these misconceptions and the value they can provide to middle-class consumers at every life stage.

Felix Neoh LinkedIn: https://www.linkedin.com/in/felix-neoh-91b3817/ Finwealth FB page: https://www.facebook.com/finwealthmanagement Finwealth website: https://www.finwealth.com.my/

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In this episode, Gwen chats with Geremy Dale Jamir, a Financial Adviser from Sun Life Philippines with a background in Trading.

Dale talks about the lessons he has learned in his decade-long journey into stock investing and trading and how he's able to use that knowledge to help his clients make better investment decisions as a Financial Adviser.

Geremy Dale Jamir Facebook: https://www.facebook.com/geremydale.jamir

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In this episode, Gwen chats with Bose Dasan K Palasingam (KP Bose Dasan), Tax and Financial Planning Guru and one of the pioneers for Financial Planning education in Malaysia.

Bose talks about the value proposition trifecta that Financial Planners can offer their clients and so much more.

KP Bose Dasan LinkedIn: https://www.linkedin.com/in/kp-bose-dasan-66a98839/

Reach out to Bose at kpbose@gmail.com

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In this episode, Gwen is with Jay Adrian Tolentino aka The Purpose Driven Adviser aka Kuya Jay. He is an Independent Financial Coach to Overseas Filipinos based in Dubai, UAE and hosts the Pera and Purpose podcast.

Jay talks about his Financial Advice journey in Dubai and becoming a purpose-driven adviser.

Pera and Purpose Podcast: https://open.spotify.com/show/34a28H6MAyONeyqfCU2Aoh?si=beb3e07705784b8e Purpose Driven Finance Facebook: https://www.fb.com/PurposeDrivenFinance

Jay Adrian Tolentino LinkedIn: https://www.linkedin.com/in/jayadriantolentino Jay Adrian Tolentino Website: http://www.jayadriantolentino.com/

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In this episode, we have a returning guest, Rey Christian Jaca, a Financial adviser from the Philippines.

He's back to chat with Gwen about how he's innovating his customer service by leveraging technology to connect to his clients during the pandemic, provide value and grow his business.

Tech mentioned: Wondershare Demo Creator Youtube Google Sites Google Forms

Rey Christian Jaca LinkedIn: https://www.linkedin.com/in/rey-christian-jaca-8312251a8/ Rey Christian Jaca Page: https://www.fb.com/reychristianjaca Rey Christian Jaca Email: reyjacachris2@gmail.com

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In this episode, Gwen chats with Raju KR, a Financial Planner and Founder of Blueprint Group of Companies.

As one of the veterans in the Financial Planning industry in Malaysia and a life member of the prestigious Million Dollar Round Table (MDRT) award, Raju is certainly no stranger to the growth and challenges in the Financial advice sector through the years. What he shares that the key to success in this business is 'Perception'. This podcast tackles the ways perception affects not only the success of Financial Planners and Advisers but of their clients as well.

Raju KR LinkedIn: https://www.linkedin.com/in/krraju/ Blueprint Planning website: https://www.bpplanning.com.my

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In this episode, Gwen chats with Rajen Devadason, Senior Financial Planner, Columnist, Author, Professional Speaker and CEO of RD WealthCreation.

They talk about Rajen's colourful journey in the Financial Advice industry, how choosing clients early on in his career has helped him build a solid foundation for his business and other topics that Financial Planners (new and seasoned) have been thinking about.

Rajen Devadason Website: http://rajendevadason.com/about Rajen Devadason LinkedIn: https://www.linkedin.com/in/rajendevadason/

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In this podcast, Gwen chats with Idham Idris who is a Licensed Financial Planner and Director of Wealth Vantage Advisory in Malaysia. Since starting in the financial industry in 2003, garnering almost 2 decades of experience and he shares some of his knowledge with Gwen especially around forging successful partnerships with clients in order to help them succeed financially and grow your business at the same time.   Idham Idris LinkedIn: https://www.linkedin.com/in/idhamidris/ Wealth Vantage Advisory website: https://www.wealthvantage.com.my/ Book mentioned - Blue Ocean Strategy by Renée Mauborgne and W. Chan Kim   Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/   General Disclaimer – https://www.xyadviser.com/disclaimer/

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In this podcast, Gwen chats with Celine Khor, a Licensed Financial Planner who specialises in customising personal financial portfolios based on her client's existing & targeted goals. Celine shares how she has utilised social media (particularly Tiktok) to reach her ideal clients and at the same time educate people on financial literacy.   Celine Khor profile: https://www.coreplusadvisory.com.my/planners/celine-khor-hun-nee   Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/   General Disclaimer – https://www.xyadviser.com/disclaimer/

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In this episode, we have CK Goh, a Licensed Financial Planner and Financial Coach from CorePlus Advisory in Malaysia.

Gwen sits down with CK for a conversation around how he was able to transition from being a scientist (with a Master Degree in Environmental Studies) to becoming a Financial Planner 15 years ago and how his passion for serving his fellow scientists and 'uniqueness' in the Financial Advice field has helped him grow his business for more than a decade.

CK Goh profile: https://www.coreplusadvisory.com.my/planners/goh-chee-keong/

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In this podcast, we have Dr. Selina Dang, a licensed financial planner from Coreplus Advisory who holds a Capital Market Services Representative’s License (CMSRL) from the Securities Commission of Malaysia and is also an FAA Certified Training Professional (FCTP) and a Certified Results Coach. We started the interview by learning how she got into financial advice and how that quest led her to learn better ways to help her clients reach their financial achievements through holistic financial planning.

Selina Dang Profile: https://www.coreplusadvisory.com.my/planners/selina-dang-siew-ping/ Selina Dang LinkedIn: www.linkedin.com/in/selinadang Selina Dang Facebook: https://www.facebook.com/selinasiewping.dang.1

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Today, we have Keith Capoy, a Financial Advice Unit Manager under Blue Pearl 10 from the Philippines.   Keith chats with Gwen about what makes a good manager and team leader for the new generation of financial advisers.   Keith Capoy LinkedIn: https://www.linkedin.com/in/edward-keith-capoy-a06036181/ Keith Capoy Facebook: https://www.facebook.com/keith.capoy   Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/   General Disclaimer – https://www.xyadviser.com/disclaimer/

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In this podcast we’re with Jovie Lim, a financial adviser from Coreplus Advisory, Malaysia who is passionate about helping her clients with their financial objectives and goals by using her strong analytical skills to create a solid financial plan for them.   Jovie chats with Gwen about how she’s able to attract clients by sharing her knowledge and expertise freely through seminars, community workshops and guest lectures.   Jovie Lim LinkedIn: https://www.linkedin.com/in/jovie-lim-82b93838/ Jovie Lim Facebook: https://www.facebook.com/jovielhp/   Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/   General Disclaimer – https://www.xyadviser.com/disclaimer/

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In this podcast, Gwen is joined by Hooi Hooi Lim, Young Professional Money & Life Coach, Director and Co-founder of CorePlus Advisory in Malaysia.

With almost two decades of experience in the financial industry, Hooi Hooi has had a tonne of wisdom to share around creating a meaningful and fulfilling career as a financial planner by cultivating a deep relationship with her clients and shares how she’s managed to do this.   Hooi Hooi Lim LinkedIn: https://www.linkedin.com/in/lim-hooi-hooi-77883622/ About Hooi Hooi Lim: https://www.limhooihooi.com.my/ Coreplus Advisory Website: https://www.coreplusadvisory.com.my

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Today we’re with Rey Tacder, a Financial Consultant / Equities and Securities Salesman / Private Stock Market Trader from Cebu, Philippines. Rey and Gwen talk about why it’s beneficial for Financial Advisers to have mentors, whether you’re new to the business or not and how these mentors affect your personal and professional growth.   Rey Tacder LinkedIn: https://www.linkedin.com/in/rey-tacder-42b719129/ Rey Tacder Youtube channel: https://www.youtube.com/channel/UCtSeYxO1m7fIodLh0PxdrDg   Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/   General Disclaimer – https://www.xyadviser.com/disclaimer/

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Today we’re with Eewen Keah, a Licensed Financial Planner from Malaysia.   Eewen chats with Gwen about different creative ways Financial Advisers can utilise Social Media provide value to their community and gain ideal clients.   Linkedin Profile: https://www.linkedin.com/in/keah-eewen-2a2278117/ Eewen Keah Facebook Profile: https://www.facebook.com/Ewkeah/ Financial Exchange Station Public Facebook Group: https://www.facebook.com/groups/169860956931412 Book mentioned: "Total Money Makeover" by Dave Ramsey   Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/   General Disclaimer – https://www.xyadviser.com/disclaimer/

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Today we’re with Adelita ‘Adelle’ Toledo, a Financial Adviser at AXA Life based in Cebu, Philippines. She talks with Gwen about her motivations for staying in the industry and the skills she had to develop to become a competent Financial Adviser.   Adelita Toledo Profile:  https://www.facebook.com/tatix.nakila Toastmasters International: https://www.toastmasters.org/

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In this podcast we’re with VP Thanga, an award-winning financial adviser, mentor for other financial planners and Executive Director at Blueprint Planning in Malaysia.   VP chats with Gwen about what it takes to become an award-winning financial adviser, how to become a mentor to other financial advisers and so much more.   VP Thanga LinkedIn: https://www.linkedin.com/in/financialdoctorvpthanga/ Blueprint Planning Website: http://www.bpplanning.com.my   Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/   General Disclaimer – https://www.xyadviser.com/disclaimer/

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Today we’re with Nalla Deligero-Salcedo a Licensed Financial Adviser and Certified Wealth Planner from Cebu, Philippines.    Nalla chats with Gwen about being a Certified Wealth Planner and how you can offer more services and provide more value to your clients by being one.   Nalla Deligero-Salcedo LinkedIn: https://www.linkedin.com/in/nalla-deligero-salcedo-233bb0121/   Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/   General Disclaimer – https://www.xyadviser.com/disclaimer/

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Welcome to the Financial Planners South East Asia podcast. A show dedicated to driving the positive evolution of financial advice, specifically within Southeast Asia.   Today we’re with Vivian Chin Hoi Shin, a Licensed Financial Planner from VKA Wealth Planners Sdn Bhd based in Malaysia.    She chats with Gwen about how her pursuit to provide a better financial management guide has led her to become her client’s number one coach and cheerleader in their personal finance journey.   Vivian Chin Hoi Shin LinkedIn: https://www.linkedin.com/in/vivian-chinfp/   Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/   General Disclaimer – https://www.xyadviser.com/disclaimer/

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Welcome to the Financial Planners South East Asia podcast. A show dedicated to driving the positive evolution of financial advice, specifically within Southeast Asia.

Today, we have Aquillesa ‘Lisa’ Chan who is a Financial Adviser from AXA Life, Cebu Philippines. After working as an Administrative Assistant for 11 years, she jumped into the Financial Advice industry and never looked back. 6 years later, she’s helped 200+ clients and has travelled the world with company perks she’s received as recognition for her excellence born from great work ethic and the passion to help Filipinos get started in their financial independence journey.

Aquillesa Chan LinkedIn: https://www.linkedin.com/in/aquillesa-chan-725b109b/

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Welcome to the Financial Planners South East Asia podcast. A show dedicated to driving the positive evolution of financial advice, specifically within Southeast Asia.   Today we’re with Woon Bing Fong, a Financial Planner from Kuala Lumpur, Malaysia. Woon Bing helps full-time employees with managing their finances to help them free up time and headspace to further their career and/or taking care of their family.   Woon Bing Fong LinkedIn: https://www.linkedin.com/in/fong-woon-bing-6738ab5a Woon Bing Fong Facebook: https://www.facebook.com/ahbingbing   Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/   General Disclaimer – https://www.xyadviser.com/disclaimer/

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Welcome to the Financial Planners South East Asia podcast. A show dedicated to driving the positive evolution of financial advice, specifically within Southeast Asia.   Today we’re with Jillian Vestil from Cebu Philippines. She is a Financial Advisor and Certified Health and Investment Specialist of AXA Philippines.

Jill chats with Gwen about coming into the Financial Advice industry at a young age and how mentorship, self-development and continuous innovation has helped her become a successful Financial Adviser today.

Jillian Vestil LinkedIn: https://www.linkedin.com/in/jillian-vestil-investment-and-health-specialist-624273129/ First Fruits Financial: https://www.facebook.com/1stFruitsFinancial

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Welcome to the Financial Planners South East Asia podcast. A show dedicated to driving the positive evolution of financial advice, specifically within Southeast Asia.

We’re with Kevin Neoh, award-winning financial adviser and Practice Director of VKA Wealth Planner based in Kuala Lumpur, Malaysia.

Kevin chats with Gwen about the exponential power of Financial Advice, being a Life-centered Financial Planner and his numerous pivots in life that have helped him become one of the best Financial Advisers in Malaysia.

Kevin Neoh LinkedIn: https://www.linkedin.com/in/kevinkmneoh/ Nextgen Money Coach Blog - https://www.kevinneoh.my/blog Your Money, Your Life podcast - https://www.kevinneoh.my/podcast

Other resources: Life-centered Planners: https://www.linkedin.com/company/life-centered-planners/ Book mentioned: “Life Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued" by Mitch Anthony and Paul Armson

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Welcome to the Financial Planners South East Asia podcast. A show dedicated to driving the positive evolution of financial advice, specifically within Southeast Asia.

Today we’re with Hannah who is a Financial Adviser at AIA Philam Life and at the same time an Investment Property Consultant from Bachelor's Realty & Brokerage, Inc.

Hannah talks about getting into the real estate industry and financial advice industry at a young age as a side hustle and later on merging the two together to form a great structure for her (and her husband’s business) Cebu Financial Coach Duo.

Hannah Kay Montelibano LinkedIn: https://www.linkedin.com/in/hannah-kay-montelibano-cfmp-78310171/

Cebu Financial Coach Duo: https://www.facebook.com/CebuFinancialCoachDuo

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Welcome to the Financial Planners South East Asia podcast. A show dedicated to driving the positive evolution of financial advice, specifically within Southeast Asia.

Today we’re with Earl Martin Kwek who is the Unit Head of AMDG Savings & Protection Solutions based in Cebu, Philippines.

Earl chats with Gwen about how he’s able to grow his team of Financial Advisers at AMDG, grow their overall client count through corporate tie-ups and maintain that growth.

Earl Martin Kwek Profile: https://www.linkedin.com/in/earl-k-6a75b4169/ AMDG Savings & Protection Solutions: https://www.facebook.com/AXA.AMDG.SOLUTIONS

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Welcome to the Financial Planners South East Asia podcast. A show dedicated to driving the positive evolution of financial advice, specifically within Southeast Asia.

Today we’re with Rey Christian Jaca who is a Financial Advisor of AXA Life based in Cebu, Philippines. 

Chris chats with Gwen about why he started as a Financial adviser and how his previous experience leading teams helped him grow his Financial Advice business.

Rey Christian Jaca LinkedIn: https://www.linkedin.com/in/rey-christian-jaca-8312251a8/ Rey Christian Jaca Business Profile: https://www.facebook.com/reychristianjaca

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