Crafting Your Financial Future, Together.
Gain clarity and confidence in your investments with a data-driven, client-first approach. Let’s build a resilient portfolio tailored to your life’s goals.
I’m Stanley, a Wealth Advisory Director with iFast Global Markets
where I enjoy working with clients to design their tailored portfolio to meet their financial goals.
HOW I DIFFER
A Craftsman’s Approach to Your Portfolio
I am a Craftsman
Ever since I was young, I have looked up to craftsmen and creators. I was in awe of how painters could transform a blank wall into a masterpiece, how blacksmiths could create the perfect sword, and how poets and lyricists could write the perfect phrase. As fate would have it, the world of finance turned out to be my canvas. For the past two decades, I have dedicated myself to mastering money, investment, and economics. I seek to build the perfect everlasting portfolio for my clients—one that is tailored to their needs and risk appetite while standing the test of time. I am a craftsman, and I craft portfolios.
Client-First Philosophy
What drives me? A deep-seated belief that everyone deserves transparent, unbiased financial guidance. I started “Learn with Stanley” on YouTube to demystify the world of investing. This passion for education is at the core of my advisory practice, ensuring you’re not just a passenger, but an informed co-pilot on your financial journey.
I believe that everyone has different objectives in life and our wealth can be a great tool to help us achieve those dreams. Therefore, I focused on making recommendations only after fully understanding your current situation and future objectives. I utilise key technology software to create simulation on your financial planning journey, to ensure that you remain on track to reach your financial goals.
Transparent and Straight-forward Fee
I pride myself in always being transparent with my clients. Our interests must be aligned. Which is why I believed in an agreed upon fee with you to ensure that our interest is aligned and I will always act in your best interest. No hidden or unexpected fees, I will find you the best deal, always.
Full Disclosure
I have been handling my own investment for close to two decades now. That is why I recommend products that I would be willing to invest in myself for you. You can expect full disclosure from me on what I have invested in, past and present.
FREE DOWNLOAD: Personal Finance Checklist
Don’t Jump Into Investing Without Truly Understanding Your Financial Situation. Here is a quick checklist to ensure you start from the right footing.
The #1 reason people lose money investing isn’t a bad stock pick. It’s investing before their finances are ready.
I made you a free checklist — 7 steps to complete before you put a single dollar into the market. The same steps I walk every new client through.
If you tick all 7, you’re genuinely ready. If you don’t, now you know exactly what to fix first.
Download the Checklist below TODAY!
WHAT HAVE I DONE SO FAR?
Author, Educator, Advisor, Life-Long Learner
I’ve spent the last decade in the investment industry. I have written close to 2,000 investment articles and produced hundreds of videos online.
From that experience, I took a year off to co-write an Asia-focused investment book:
“Value Investing In Asia | The Definitive Guide to Investing In Asia“
back in 2017.
Since then, I have shared investment content through my social media and YouTube Channel “Learn with Stanley”.
I am a Certified Financial Analyst and Certified Financial Planner™ Professional.
Over the years, I have also been invited to speak for banks, brokerages and Stock Exchanges both in Singapore and Malaysia.
Apart from thinking about finance almost every single day, I filled my days exploring new skills, family and going on new adventures.
Follow My Official Social Media Channel
Where Can You Find Me |
YouTube and Others
I share educational content through YouTube and other social media channels.
Feel free to chat with me through my official social media accounts.
You can find the full Disclaimer for all my social accounts here.
MY MAIN SOCIAL CHANNEL
Contact support
Note:
Please Note there are cases of scammers impersonating me online to promote scams.
Please note I will not promote scammy investment schemes to you, please only interact with me through my official channels.
Email: stanley.lim@ifastgm.com.my
Book A 1-on-1 Personal Financial Audit
Join the wait list for a 1-on-1 personal consultation
In order for us to have a successful financial journey, we have to truly understand our current financial status and future objectives. Only by having a clear understanding of where we are now and where we are heading to, can we start the process of building our unique everlasting portfolio to reach those goals.
So if you are ready to take your financial future seriously, book a personal financial audit with me to start having clarity and vision for your financial future.