Licensed Financial Planner
Priya Nair
CFP-licensed planner for retirement, wealth and protection
I help Malaysian families and professionals plan their retirement, protect their income and grow their savings. You get clear, independent advice and a written plan you actually understand, with no pressure to buy anything.
10+
years advising
300+
families advised
RM 120M+
assets guided
CFP
licensed
What I help with
Services
Retirement Planning
Build a realistic plan so you can stop working on your own terms, not the market’s.
Wealth & Investments
Diversified portfolios matched to your goals, timeline and tolerance for risk.
Insurance & Protection
Right-sized cover for your family and income, without paying for what you don’t need.
Estate & Legacy
Wills, nominations and trusts so what you build passes on cleanly to the people you choose.
How I work
Discovery & goals
We map your finances, family commitments and what a good life looks like to you.
Tailored plan
I write a clear, written plan with specific actions, costs and trade-offs spelled out.
Implementation
We put the plan to work together, from accounts to policies, at a pace that suits you.
Annual review
Life changes, so we review yearly and adjust as your goals and the rules shift.
Qualified and licensed
Independent advice, backed by recognised financial planning and insurance qualifications.
Certified Financial Planner
Globally recognised financial planning certification.
Registered Financial Planner
Malaysian Financial Planning Council qualification.
Federation of Investment Managers Malaysia
Registered to deal in unit trust and PRS products.
Licensed for Insurance Advice
Pre-Contract Examination and life insurance certified.
Common questions
Are you independent?
Yes. I am not tied to a single product provider, so I recommend what fits your situation across the market, and I will tell you plainly when a product is not right for you.
How are you paid?
I use a transparent mix of flat planning fees and product commissions, and I show you the numbers before you commit. You always know what you are paying and why.
What happens in the first meeting?
It is a relaxed, no-obligation conversation about your goals and current finances. You leave with a clear sense of where you stand and whether we are a good fit, at no cost.
Do you help with existing policies?
Yes. Many clients come to me with policies and investments they no longer understand. I review what you already hold and explain it in plain language, then we decide together what to keep and what to change.
Let's plan your next step
Book a free, no-obligation chat. We will look at where your money stands today and what a clear plan could do for you and your family.