Stress-Free Financial Planning for High-Achieving Professionals
Too busy to manage your money? I’ll help you make it works as hard and smarter as you do.
You're Smart With Your Career, But Unsure About Your Finances?
When you don’t have a clear plan, you’re guessing with your future.
You work hard now but have you stress-tested if your money will work for you later?
Leaving cash idle might feel safe, but over time, it quietly loses value to inflation.
If something unexpected happens, can your finances handle it?
Let’s Build a Financial Plan
That Works as Hard as You Do
With me, Zulkhairi Zulkifli, CFP®, you’ll get:
A Tiered Investment Strategy
Emergency fund → Conservative investments → Long-term growth. We built around your lifestyle and goals.
Data-Driven Portfolio Design
We use simulations and scenario planning to test outcomes before you commit.
Values-Based Financial Planning
We focus on what matters to you. Your career flexibility, family, financial independence.
No Sales, Just Strategy
As a licensed, independent planner I don’t sell products. I provide guidance. Simple as that.
Risk-Managed Investment Planning
Implement capital preservation strategies, and portfolios tailored to your risk comfort and goals.
Ongoing Portfolio Monitoring
We keep your plan updated and aligned with life changes, so your money stays on track.
Smart Planning, Peace of Mind and Happier Life.
Backed by real experience and a data-first mindset, I’ll helps you align your money with your life’s direction, simply and strategically.
Management
Experience
Smart Planning, Peace of Mind and Happier Life.
Backed by real experience and a data-first mindset, I’ll helps you align your money with your life’s direction, simply and strategically.
Management
Experience
60-Minute Discovery Session
This is the perfect opportunity to understand what you need and how you can streamline your financial planning.
Schedule Your Session
Please choose a time that works for you. It’s quick and easy to reserve your spot.
Share Your Concerns
During the session, you’ll have the opportunity to discuss any concerns or challenges you’re facing with your financial planning.
Start Your Financial Journey
Receive personalized insights and guidance to help clarify your financial direction, with no obligation to commit.
Yes, I Hired Financial Planner Too Before I Became One
I didn’t figure it out alone, and you don’t have to either. The difference is now, I’m the one helping professionals like you.
Financial Insight
Read on the latest news in the space, announcements and educational articles.
Dari Impian Ke Realiti: Cara Mudah Mencapai Matlamat Kewangan Keluarga Anda
Executive Summary: Zulkhairi Zulkifli
©2025 Zulkhairi Zulkifli | Licensed Financial Planner