Whitman Independent Advisors
Weng Ban FONG is an experienced professional in holistic investment planning and administrative management. Currently serving as a Holistic Investment Planner at Whitman Independent Advisors since November 2019, Weng provides comprehensive advisory services on wealth management to facilitate clients' financial independence. Previous roles include serving as PA Cum Secretary to the Managing Director at GSL Materials Recycling Sdn Bhd, Senior Executive at Samaiden Group Berhad, and Admin Executive at Forest City - Country Garden Pacificview. Weng's earlier experience at PETRONAS involved roles as a Business Process Analyst and Admin Executive, focusing on office management and IT initiatives. Weng holds an MBA in Energy Management and a Bachelor's degree in Information & Communication Technology from Universiti Teknologi PETRONAS.
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Whitman Independent Advisors
Whitman Independent Advisors Sdn. Bhd. 200001023419 (526027-A) Whitman Independent Advisors was established in 2000 (4 years before financial planning license was introduced in Malaysia) by Yap Ming Hui with a bold vision to revolutionise the financial services industry by offering fee-charging financial planning services—an idea that was relatively unfamiliar at the time. Unlike conventional financial institutions that employ a one-size-fits-all product pushing approach which causes unnecessary financial wastage for consumers, Yap firmly believes in the value of holistic financial planning. This comprehensive approach offers an accurate assessment of an individual's financial situation and provides tailored solutions to help them achieve their desired financial outcomes. During its early years, Whitman primarily served high net worth clients, including influential PLC owners. However, a serendipitous encounter with a single mother in need of impartial financial guidance proved to be a transformative moment. This encounter served as a powerful catalyst for Whitman to expand its services and venture into the middle-class market. Yap saw an opportunity to shape a future where vast majority of Malaysians, guided by fee-charging financial planners, can avoid costly financial mistakes, capitalise on opportunities to optimise their hard-earned assets, and ultimately increase their likelihood of achieving financial freedom. Over the years, Yap has played an instrumental role in educating thousands of Malaysians about the importance of engaging a financial planner to optimise their financial wealth. Today, Whitman proudly stands as the leading fee-charging financial planning firm, overseeing more than RM4 billion of clients' wealth.