Helping clients define and pursue their 𝑭𝑰𝑡𝑨𝑡π‘ͺ𝑰𝑨𝑳 𝑫𝑹𝑬𝑨𝑴𝑺 with π‘ͺ𝑳𝑨𝑹𝑰𝑻𝒀 and π‘ͺ𝑢𝑡𝑭𝑰𝑫𝑬𝑡π‘ͺ𝑬.

He has 20 years’ experience in corporate finance and financial services industry.

A true believer in holistic financial planning, Stanley is committed to helping his clients ranging from businessmen, professionals, and affluent clients with all their financial planning needs covering the whole spectrum of wealth management solutions from cash flow planning, wealth protection, and retirement to comprehensive estate planning and philanthropic planning. He enjoys working with clients to assure their financial wishes come true.

Client interests are his top utmost priority. He offered independent and truly unbiased advice that is not influenced by the vested interests of any fund house and insurance company or any other financial institution. He has managed a client life insurance portfolio of more than RM600 million sum insured to date, catering to different clients needs and financial objectives.

Stanley Hon

Licensed Financial Planner and member of Million Dollar Round Table (MDRT)

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My Specialties

  1. Business Succession Planning & Business Liability Solutions
  2. 3 Generation Family Business Succession Planning
  3. Family Foundation or Family Office: Legacy planning for multi-generation wealth transfer and ensuring long-term financial security.
  4. Family Wealth Creation Planning
  5. Estate Resources Optimisation
  6. Estate Planning on Old Age Care
  7. Estate Planning on Long Term Care
  8. Estate Planning on Parents with Special Needs Child

My Professional Qualifications & License

Professional Licenses

β€’ Chartered Institute of Management Account (CIMA)Β 
β€’Registered Financial Planner (RFP)
β€’Associate Estate Planning Practitioner (AEPP)Β 
β€’International Corporate Secretarial Practice (ICSP)


Professional Qualification

  • Chartered Institute of Management Account (CIMA)Β 
  • Registered Financial Planner (RFP)
  • Associate Estate Planning Practitioner (AEPP)
  • International Corporate Secretarial Practice (ICSP)

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Achievements & Recognitions

Namlifa AKARD Gold Awardee, Year 2009 Top Advisor, Insurance Planning, FA Advisory Sdn Bhd (Year 2011 to Year 2020) Million Dollar Round Table (MDRT) 2020/2021

Stanley is a speaker frequently invited by companies ranging from SMI/SME to MNC to deliver varieties of financial planning topics e.g. Diagnose Your Financial Health, Insurance Planning 101, Financial Planning 101, Will & Trust planning etc.