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.
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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The information on this website is provided for your personal use only. The information provided is not commercial, financial, investment, accounting, tax or legal advice and should not be regarded as such. The resale, distribution or public display or use in any form or manner of the information is prohibited.
The information provided is of general nature only does not take into account your specific objectives, needs and financial situation. The information may not be appropriate to your individual needs. You should seek advice from your financial adviser before making any financial decisions.
The performance of this website and all information contained within, or accessed from the website are provided to you without warranties of any kind whatsoever, including any implied warranties or warranties of merchantability, fitness for a particular purpose or non-infringement of the rights of third parties. YES Financial Berhad shall not be responsible or held liable for any problems or technical malfunction of any telephone network or computer line systems, servers, internet, access providers, computer equipment, or software, including any injury or damage to your hardware or another person’s hardware or software, as a result of using this website.
By visiting the website, you acknowledge and agree that any reliance on or use of the information available on this website shall be entirely at your own risk. In no event will YES Financial Berhad nor any of its data providers be liable for any direct, indirect, consequential or exemplary damages arising from the use or the performance of this website.
The information and descriptions about your insurance information contained herein are not intended to be complete descriptions of all terms, exclusions and conditions applicable to your insurance policies issued by the respective insurance companies, which you have purchased your insurance policies; and it is provided solely for general informational purposes. You have to refer to the actual insurance policy contract(s) for the exact terms, exclusions and conditions of the policy. Insurance products are obligations of the insurance companies. They are not deposits or other obligations of, or guaranteed or insured by YES Financial Berhad. Accordingly, the information should be read and construed in the light of, and subject to, all terms and conditions contained in the Insurance Policy.
Investments in the unit trusts, investment linked policies and/or any approved and regulated investment vehicles are not deposits or other obligations of, or guaranteed or insured by YES Financial Berhad, or any other fund house or fund manager or their affiliates referred to in this Site and are subject to investment risks, including the possible loss of the principal amount invested. Past performance is not the indicator of future performance. The value of the investment portfolio and the income from them may fall as well as rise. All applications for unit trusts, investment linked policies and/or approved and regulated investment vehicles must be made on the application form accompanying the prospectus. Investors should read the prospectus for details.
Any advice or recommendation in the Site has been made on a general basis without taking into account or considering the investment objective, financial situation or particular need of any user or reader, any specific person or group of persons. Any reliance on such advice or recommendation is entirely at your own risk. IN ALL CASES, YOU SHOULD ALWAYS SEEK THE ADVICE OF PROFESSIONAL ADVISERS REGARDING THE EVALUATION OF ANY PRODUCT, INSURANCE, UNIT TRUST OR OTHER FINANCIAL INSTRUMENT, ADVICE, OPINION OR ANY OTHER CONTENT.
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