Participant Experiences
Feedback from individuals and organizations who have participated in our programs
Return HomeProgram Participant Testimonials
Ahmad Liaw
Sibu, Sarawak
My wife and I enrolled our 10-year-old daughter in the Children's Financial Education program. The three sessions gave her a foundation in money concepts we hadn't known how to teach ourselves. The activity kit was particularly useful for continuing discussions at home afterwards.
January 15, 2026
Michelle Koh
HR Manager, Sibu
We brought the Workplace Financial Wellness program to our company for 40 employees. The sessions on EPF strategies and benefits optimization were practical and well-received. The facilitator adapted content to our specific benefits package, which made the information directly applicable.
January 8, 2026
Richard Teo
Investor, Sarawak
The Advanced Portfolio Construction program helped me move from intuitive investing to a more systematic approach. The correlation analysis between Malaysian and regional markets was particularly valuable. I now have a documented investment policy statement and rebalancing protocol.
December 28, 2025
Sarah Ngu
Parent, Sibu
My 12-year-old son struggled with understanding money concepts until this program. The hands-on activities with play money and the simple budget exercises made things clear. As parents, we appreciated the facilitation guide for continuing these conversations beyond the three sessions.
January 20, 2026
David Wong
Operations Manager, Sibu
Our staff appreciated the workplace wellness sessions on salary optimization and EPF planning. The virtual delivery format worked well for our team, and the individual action checklists gave each person specific next steps. Some employees have since adjusted their contribution strategies.
January 12, 2026
Linda Yong
Investor, Sarawak
I've been investing for years but never had a formal framework for portfolio management. The eight-week program gave me analytical tools for allocation decisions and stress testing. The personalized documents now guide my quarterly reviews. Worth the time investment for developing more disciplined approaches.
January 5, 2026
Program Success Stories
Family Financial Foundation: The Chen Family
Initial Situation
Parents wanted to teach their 9-year-old twins about money but weren't sure where to start. The children received allowances but had limited understanding of saving or planning purchases.
Program Experience
Enrolled in the Children's Financial Education program. All four family members attended the three sessions, working through activities together. The twins particularly enjoyed the goal-setting exercises using the play money kit.
Outcomes
Three months later, the twins maintain simple budget notebooks and have opened junior savings accounts. Parents report more productive conversations about wants versus needs during shopping trips.
Workplace Implementation: Manufacturing Company (62 Employees)
Organization Context
Local manufacturing company wanted to support employee financial wellness as part of overall retention strategy. Many employees had questions about EPF and benefits but limited resources for financial guidance.
Program Delivery
Workplace Financial Wellness program delivered on-site over three weeks. Four sessions covered EPF optimization, budgeting, benefits understanding, and insurance basics. 58 of 62 employees participated.
Organization Feedback
HR manager noted improved awareness of benefit packages and several employees increased EPF contributions. Company plans to run program annually for new hires and as refresher for existing staff.
Portfolio Refinement: Experienced Investor Case
Investor Background
Professional with 15 years investment experience managing a diversified portfolio across Malaysian equities, bonds, and regional funds. Approached investing intuitively without documented framework or systematic rebalancing.
Learning Process
Completed eight-week Advanced Portfolio Construction program. Analyzed actual holdings for correlation patterns, developed strategic allocation framework, and created written investment policy statement with rebalancing triggers.
Application
Now conducts quarterly portfolio reviews against documented policy. Has implemented systematic rebalancing protocol and adjusted allocation based on correlation analysis. Reports increased confidence in allocation decisions.
Program Participation Information
Years Operating
Providing financial education in Sibu since 2018
Participants
Individual and organizational program completions
Average Rating
Based on post-program participant evaluations
Contact Information
Get in Touch
Phone
+60 84-317 528
Office Location
Ground Floor, Wisma Sanyan
Jalan Tuanku Abdul Rahman
96000 Sibu, Sarawak
Office Hours
Monday - Friday: 9:00 AM - 5:30 PM
Saturday: 9:00 AM - 1:00 PM
Sunday: Closed
Consider Joining Our Programs
If you're interested in structured financial education with Malaysian context, we're happy to discuss which program might suit your needs.
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