Strategic Islamic Financial Planning for Busy Professionals
Leverage over a decade of corporate and audit experience to make smarter financial, business and legacy decisions.
Everything You Need for a Smarter Financial Management
A complete suite of financial services designed to bring structure, insight, and control to your finances.
Holistic Financial Planning
A complete view of your finances-covering income, expenses, savings, investments and long-term goals.
Islamic Wealth & Estate Planning
Structured sessions focused on Islamic estate planning; wasiat, hibah, faraid awareness, nomination strategies, zakat and waqf planning.
SME Money Management & Tax Efficiency
Tax efficiency strategies, allowable deductions and how to structure personal vs business expenses legally and optimally.
SME Money Management & Tax Efficiency
Tailored financial literacy workshops for corporates and institution, designed to strengthen financial awareness and practically.
Meaningful Wealth, Meaningful Life
Guided by a seasoned chartered accountant, Islamic Financial Planner and devoted mother, Helwa helps busy professionals build a life where family, career and finances grow in harmony.
Education & Certifications
- BSc (Hons) in Accountancy
- Advanced Stage Qualification, MICPA (Malaysian Institute of Certified Public Accountants)
- Certified Islamic Financial Planner (IFP)
Corporate Experience (over 10 years)
- PETRONAS
- SCOMI Group
- Ernst & Young
Financial Literacy Training for Modern Professionals
Customized training programmes for organizations ready to help their team reduce money stress, improve financial planning and boost overall well-being.
Financial Literacy Training for Modern Professionals
Customized training programmes for organizations ready to help their team reduce money stress, improve financial planning and boost overall well-being.
Financial Insight
Read on the latest news in the space, announcement and educational articles.
7 Tips to Manage Your Wealth Well to achieve Al-Falah in 2026
Money-Smart Mama Episode 3: How to Keep Your Children’s Future Financially Secure
How To Improve Your Cash Flow
Bringing Corporate-Level Insight to Your Personal Finances
You deserve to focus on work and family without constantly worrying about moeny.
Leverage over a decade of corporate and auditor experience to make smarter financial, business and legacy decisions.
©2026 Helwa Sofni | Licensed Financial Planner