Joshua Loong has been immersed in the financial services business since 2009. With extensive experience in both personal financial planning and the estate planning industry, Joshua is a seasoned speaker in his field. Over the past five years, he has conducted more than 50 rounds of seminars related to financial planning and succession planning in Malaysia and Singapore.

Beyond his role as a speaker and trainer, Joshua has actively managed a diverse portfolio of clients, ranging from individuals to business owners and corporations. His expertise spans wealth accumulation, risk management, corporate employee benefits advisory, and business succession planning. He has successfully guided numerous clients in structuring their financial plans, optimizing their estate distribution, and ensuring business continuity.

Through a comprehensive and strategic approach, Joshua and his team have helped both personal and corporate clients navigate complex financial landscapes, securing their financial future with tailored solutions. Additionally, he has provided coaching and training for over 250 estate planners, further expanding the reach of his financial expertise.

With accreditation as a Licensed Financial Planner and possessing expertise as a Private Trust Advisor, Kitt Ooi has crafted a remarkable career in the financial industry. Her outstanding achievements are evident through multiple industry awards, showcasing her proficiency and dedication. Kitt’s passion for the financial industry has earned trust from a diverse clientele, including entrepreneurs, business owners, and working adults. As a result, she stands as a recognized and trusted authority in the realms of financial planning and succession advisory.

Beyond her expertise in financial planning, Kitt is deeply committed to empowering women in the financial advisory space. She actively mentors and inspires women to build successful careers in the industry, equipping them with the knowledge and confidence to thrive.

Recognizing the importance of financial independence, she has guided countless women in taking control of their wealth, making informed financial decisions, and securing long-term financial stability.

Kitt is also a strong advocate for women entrepreneurs, providing strategic financial insights to help them grow and sustain their businesses. Through personalized financial planning, business succession strategies, and wealth management solutions, she has played a pivotal role in shaping a new generation of financially independent women and successful female entrepreneurs. Her dedication to uplifting women in finance and business continues to make a lasting impact on the industry and the lives she touches.