SCAMMER ALERT: If there are unscrupulous parties misusing the Name & Logo of YES Financial Berhad to offer investment scheme promising high returns, with the intention to defraud, we wish to clarify that, YES Financial Berhad is a Licensed Financial Planning & Financial Advisory Firm, and we DO NOT offer any guaranteed investment packages. We also DO NOT collect investment monies from clients directly. We only deal with licensed and legitimate investment products.
Investment / Wealth Management
Tailored investment portfolio and strategies with constant review and rebalancing are recommended to suit the need of our clients to achieve their financial goals. Different phases in wealth management such as wealth accumulation phase, wealth preservation phase and wealth consumption phase lead to different advisory approach and recommendations.

Among financial vehicles used in investment planning are wrap and non-wrap unit trust portfolio, managed accounts, labuan regulated offshore investment, Private Retirement Scheme funds etc.

Portfolios specifically designed to help you achieve that dream

Want to retire early? Want to start a business? Want to do both? Want your retirement capital sustain longer? You can have as many portfolios as you want.

And we’ll build you a realistic investment plan that gets you there.


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