Ho Seng Ooi, Cfp®

Ho Seng Ooi, Cfp® Email and Phone Number

Engineering Financial Futures | CFP | Simplifying Wealth Management for Early Retirement | Advocate for Practical Financial Empowerment | Insurance, PRS & Unit Trust Consultant | Legacy & Estate Planning Specialist @ Ultimate Business Consultancy Sdn Bhd
penang, malaysia
Ho Seng Ooi, Cfp®'s Location
Penang, Malaysia, Malaysia
Ho Seng Ooi, Cfp®'s Contact Details

Ho Seng Ooi, Cfp® personal email

About Ho Seng Ooi, Cfp®

Having spent a decade as an engineer, I understand the daily grind that working professionals face. Work pressures can often lead to neglecting one of the most critical aspects of our lives: financial planning. I have faced and overcome the challenge of balancing work and personal finances, and now I'm on a mission to help others do the same.That's why I took the leap and pursued a CERTIFIED FINANCIAL PLANNER (CFP) certification, breaking into the world of financial planning and discovering the power of a simple, systematic, and holistic approach to personal finance. Let's face it: with busy schedules, who has the time for a comprehensive financial plan? Starting small and focusing on the low-hanging fruits can go a long way in reaching your financial goals. By taking care of the "low-hanging fruit," we can achieve 80% of our financial goals. And for those with complex financial needs, I always recommend seeking the help of licensed professionals.I combine a unique combination of analytical and problem-solving skills with extensive financial planning knowledge to create solutions tailored to your individual needs. With over 15 years of experience helping working professionals reach their financial goals, I am confident I can offer valuable insights for your personal finance journey.Are you ready to take control of your finances and secure your future? Let's connect on LinkedIn and start the conversation. If you're unsure where to start, I'd like to give you a complimentary Clarity Call to help clarify your financial situation and priorities. From this call, you'll be able to understand where you are financially and decide if we are a good match to take the conversation further. Click the link on my profile to Schedule A Clarity Call (https://appt.link/planning/discovery-call)Follow me on LinkedIn for insights, tips, and inspiration to take your financial life to the next level. Let's make personal finance a priority in our lives and start creating the secure, abundant future we deserve!

Ho Seng Ooi, Cfp®'s Current Company Details
Ultimate Business Consultancy Sdn Bhd

Ultimate Business Consultancy Sdn Bhd

View
Engineering Financial Futures | CFP | Simplifying Wealth Management for Early Retirement | Advocate for Practical Financial Empowerment | Insurance, PRS & Unit Trust Consultant | Legacy & Estate Planning Specialist
penang, malaysia
Website:
ubc.com.my
Employees:
14
Ho Seng Ooi, Cfp® Work Experience Details
  • Ultimate Business Consultancy Sdn Bhd
    Senior Financial Consultant
    Ultimate Business Consultancy Sdn Bhd Feb 2007 - Present
    Penang, Malaysia
    Goal-oriented investment planning to achieve a specific financial goal.Risk management and insurance planning to protect assets and human value.Estate and Will planning to ensure smooth transition of assets to heir. Public talks and seminars to create awareness of the importance of personal financial planning.
  • Ultimate Business Consultancy Sdn Bhd
    It & Research Specialist
    Ultimate Business Consultancy Sdn Bhd Feb 2007 - Present
    Penang, Malaysia
    Developed and maintained corporate IT systems and solutions.Developed strategic corporate branding and web strategy.Designed and deployed office automation and improved workflow efficiency through IT.Deployed cloud base solutions to enable realtime team collaborations.Developed realtime production tracking tool for entire team of consultants.Developed financial calculators and templates for consultants.Financial products packaging research and development.
  • Penang Toastmasters Club
    Club Treasurer
    Penang Toastmasters Club Jul 2016 - Present
    Penang, Malaysia
  • Penang Toastmasters Club
    Club President
    Penang Toastmasters Club Jul 2014 - Jun 2016
    Penang, Malaysia
    As the Club President of Penang Toastmasters Club, I led a diverse team of professionals dedicated to enhancing their public speaking and leadership skills. My role involved:Strategic Leadership: Spearheaded the club’s strategic planning and execution, ensuring alignment with Toastmasters International’s mission and goals.Team Building: Fostered a collaborative and supportive environment, encouraging members to achieve their personal and professional development… Show more As the Club President of Penang Toastmasters Club, I led a diverse team of professionals dedicated to enhancing their public speaking and leadership skills. My role involved:Strategic Leadership: Spearheaded the club’s strategic planning and execution, ensuring alignment with Toastmasters International’s mission and goals.Team Building: Fostered a collaborative and supportive environment, encouraging members to achieve their personal and professional development goals.Event Management: Organized and presided over bi-weekly meetings, workshops, and special events, enhancing the club’s visibility and member engagement.Mentorship: Provided guidance and mentorship to club members, helping them to improve their communication and leadership abilities.Community Outreach: Expanded the club’s reach by initiating community engagement programs and partnerships, increasing membership and participation.Operational Oversight: Managed the club’s administrative functions, including budgeting, membership tracking, and compliance with Toastmasters International standards.Under my leadership, the club achieved Select Distinguished Club status, reflecting our commitment to excellence and continuous improvement. Show less
  • Financial Planning Association Of Malaysia (Fpam)
    Chapter Chairperson
    Financial Planning Association Of Malaysia (Fpam) Aug 2019 - Jul 2023
    Penang, Malaysia
    As the Chapter Chairperson of the FPAM Penang Chapter, I demonstrated strong leadership by:Driving Financial Literacy: Led initiatives to improve financial literacy among the public through educational programs and public talks, empowering individuals with essential financial knowledge.Professional Development: Enhanced the professionalism of financial planners by organizing continuous education seminars and workshops, ensuring members stayed abreast of industry… Show more As the Chapter Chairperson of the FPAM Penang Chapter, I demonstrated strong leadership by:Driving Financial Literacy: Led initiatives to improve financial literacy among the public through educational programs and public talks, empowering individuals with essential financial knowledge.Professional Development: Enhanced the professionalism of financial planners by organizing continuous education seminars and workshops, ensuring members stayed abreast of industry developments.Strategic Vision: Developed and executed strategic plans to align the chapter’s activities with FPAM’s mission, fostering a culture of continuous improvement and excellence.Community Engagement: Built strong relationships with community stakeholders, increasing the chapter’s visibility and impact through collaborative efforts.Mentorship and Support: Provided mentorship and support to chapter members, fostering their professional growth and development.Operational Management: Oversaw the chapter’s administrative functions, including budgeting, event planning, and compliance with FPAM standards.Innovative Outreach: During the COVID-19 lockdown, engaged the public through Virtual Financial Literacy Tea Talks, ensuring continuous education and support despite challenging circumstances.Under my leadership, the chapter successfully expanded its reach and influence, contributing significantly to the financial well-being of the community. Show less
  • Financial Planning Association Of Malaysia (Fpam)
    Programmes & Education Chairperson
    Financial Planning Association Of Malaysia (Fpam) Dec 2017 - Aug 2019
    Penang, Malaysia
    As the Programme & Education Chairperson, I played a pivotal role in serving FPAM members in the northern region of Malaysia by:Organizing Continuing Education: Successfully organized Continuing Education (CE) courses and workshops, ensuring members had access to the latest industry knowledge and skills.Promoting Financial Literacy: Created public awareness on financial literacy through strategic collaborations with Bursa Malaysia, local tertiary education institutions, and… Show more As the Programme & Education Chairperson, I played a pivotal role in serving FPAM members in the northern region of Malaysia by:Organizing Continuing Education: Successfully organized Continuing Education (CE) courses and workshops, ensuring members had access to the latest industry knowledge and skills.Promoting Financial Literacy: Created public awareness on financial literacy through strategic collaborations with Bursa Malaysia, local tertiary education institutions, and private companies.Strategic Partnerships: Fostered partnerships with key stakeholders to enhance the reach and impact of our educational initiatives.Event Coordination: Coordinated and managed educational events, ensuring they were engaging, informative, and beneficial for all participants.Member Support: Provided continuous support and resources to FPAM members, helping them stay updated with current developments in the financial planning industry.Through these efforts, I contributed to the professional growth of our members and the financial well-being of the community. Show less
  • Altera
    Senior Ip Engineer
    Altera Dec 2000 - Feb 2007
    Penang, Malaysia
    Development of soft IPs for FPGA.
  • Garmin International
    Software Engineer
    Garmin International Apr 1998 - Apr 2000
    Olathe, Kanasas
    Developed embedded software for handheld GPS devices.Prototyping and supporting of pilot run of new products.
  • Worldspan
    Tpf Programmer
    Worldspan Sep 1996 - Mar 1998
    Kansas City, Missouri Area
    Developed software for airline reservation system using TPF language and Assembly language.

Ho Seng Ooi, Cfp® Skills

Retirement Planning Estate Planning Financial Planning Strategic Financial Planning Wealth Management Management Financial Advisory Financial Services Risk Management Portfolio Management Personal Finance Investment Strategies Asset Allocation Employee Benefits Succession Planning Investments Retirement Strategy Insurance Mutual Funds Project Management

Ho Seng Ooi, Cfp® Education Details

Frequently Asked Questions about Ho Seng Ooi, Cfp®

What company does Ho Seng Ooi, Cfp® work for?

Ho Seng Ooi, Cfp® works for Ultimate Business Consultancy Sdn Bhd

What is Ho Seng Ooi, Cfp®'s role at the current company?

Ho Seng Ooi, Cfp®'s current role is Engineering Financial Futures | CFP | Simplifying Wealth Management for Early Retirement | Advocate for Practical Financial Empowerment | Insurance, PRS & Unit Trust Consultant | Legacy & Estate Planning Specialist.

What is Ho Seng Ooi, Cfp®'s email address?

Ho Seng Ooi, Cfp®'s email address is ho****@****ail.com

What schools did Ho Seng Ooi, Cfp® attend?

Ho Seng Ooi, Cfp® attended University Of Oklahoma, Kdu Penang University College.

What are some of Ho Seng Ooi, Cfp®'s interests?

Ho Seng Ooi, Cfp® has interest in Website Design, New Technology, Investing, Cloud Computing Solutions, Education, Photography.

What skills is Ho Seng Ooi, Cfp® known for?

Ho Seng Ooi, Cfp® has skills like Retirement Planning, Estate Planning, Financial Planning, Strategic Financial Planning, Wealth Management, Management, Financial Advisory, Financial Services, Risk Management, Portfolio Management, Personal Finance, Investment Strategies.

Who are Ho Seng Ooi, Cfp®'s colleagues?

Ho Seng Ooi, Cfp®'s colleagues are Ee Theng Ong, Chia Kiant Min, Shaun Chuah, Ho Shu Min, Hk Fong, Jane Ooi Noon Peng, Jin Chong.

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