What if you could achieve financial freedom by design and planning, and not chance? Here, at Whitman, we will show you how to optimise your financial resources so that you can be firmly on track to achieve your financial freedom.

Our approach at Whitman is unique: The advice we give you is not influenced by the vested interests of any fund manager, life insurance company, stock-broking firm, bank or other financial institutions. We are team of independent financial advisors whose advice is given in a comprehensive manner. Our services are delivered through a combination of internal resources and strategic partnerships with the best financial providers. We will conduct an extensive diagnostic analysis of your existing financial situation by listening, simplifying complex data, integrating relevant expertise and education. Then, we will help you develop a plan and design a framework that makes your choices obvious, certain and always consistent with your values before implementing customised solutions. During regular and continuous meetings, we provide you with a financial reporting package that gives you a comprehensive view of you financial affairs: past, present and future. These meetings also provide us with the relevant updates from you necessary to successfully manage your wealth, and focus you on your big picture by continually connecting your goals and values to your strategies.We do this because we understand that our advice will have a direct impact on you.

We are proud that we are the first independent financial advisory company to provide a service called ‘Multi-Client Family Office’ in Malaysia. It is based on a similar concept called ‘Family Office’, which originated in the US over a hundred years ago. Entrepreneurs like Rockefeller and Carnegie, whose personal wealth threatened to overwhelm them, employed their own professionals to coordinate and optimise the potential of the diverse aspects of their personal wealth. The idea is that personal wealth is managed with support of professionals under ‘Family Office’ just like managing a business. Bill Gates, Michael Dell and Li Ka-Shing are the kind of people who use ‘Family Office’.

In addition, our other services like ‘Holistic Investment Management’ and ‘Financial Coaching Service’ (which incorporates our ‘Roadmap to Financial Freedom’ tool) will show you how to optimise the diverse aspects of your personal wealth.

Whitman is the brainchild of Yap Ming Hui. He observed that many financial advisors and planners, being tied to one company, bank or financial institution, were limited by what they could offer and often ignored the needs and wants of their clients. Yap decided to build an organisation to focus on providing professional and objective financial advice which suits the client’s needs. Incorporated in 2000, Whitman has grown into one of the leading independent financial advisory companies in Malaysia. It has a dedicated team of independent financial advisors that work together on a day-to-day basis, without product bias, without competing agendas, and with their clients' objectives as their compass. Every independent financial advisor in Whitman diagnoses and prescribes every client using the same financial advisory model developed by Yap Ming Hui. That helps to ensure the client always gets the best and consistent advice from Whitman.

Whitman is licensed by the Securities Commission and Bank Negara Malaysia. Whitman’s list of clients had been focused on serving a niche group of people who are successful in their business or career. With a small advisor to client ratio, we will provide you with clear and impeccable advice to help you make confident choices about your financial freedom.

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