Are you getting the target return from your existing Unit Trust investment? How do you select funds that are suitable for your risk profile?  How can you take action to protect your investment, or better still capture some emerging opportunities.
Book a One Hour Complimentary consultation with Whitman Independent Advisor.

Here’s how it works.

Upon receipt of your completed form (see below), Whitman will:
study your existing investments and identify opportunities to improve your returns
We will pinpoint areas to lower investment risks
If you are doing well, we will tell you so
If you can improve further or require a new approach, we will share our ideas with you
If you need any other specialised assistance, we will direct you to the appropriate provider

NOTE: Kindly ensure all fields are filled correctly to be eligible for the one-hour free consultation.

About Whitman Independent Advisor
Established in the year 2000, Whitman is an independent financial advisory firm licensed by the Securities Commission and approved by Bank Negara Malaysia. Its founder, Yap Ming Hui, is a regular columnist in the Star newspaper and bestselling author of 8 personal finance books in Malaysia. Over the years, Whitman has successfully helped thousands of clients to grow their wealth with high certainty and achieve financial freedom.