Lewis Lew, CFP, IFP

Lewis Lew, CFP, IFP Together, we build strategic financial plans for a brighter future, stronger and healthier finances

Attending Annual Signature Financial Planning Symposium 2026 with this year theme Bridging the Gap: From Blueprint to Re...
21/05/2026

Attending Annual Signature Financial Planning Symposium 2026 with this year theme Bridging the Gap: From Blueprint to Reality

Learning of the Day ✨

With the rise and bloom of AI, it has definitely helped financial planners become more efficient and effective in our work. However, AI is not here to replace us.

At the end of the day, our duty and responsibility as financial planners is to truly understand our clients and communicate with them personally. Financial planning and investing are not driven purely by numbers — they are heavily influenced by emotions, goals, fears, and life situations. That human connection can never be fully replaced by technology.

People often say that a financial plan cannot always keep up with reality and the constant changes in life. While I do not completely disagree with that statement, I believe a financial plan is still the blueprint and fundamental foundation of one’s financial journey.

From there, it becomes the responsibility of a financial planner to continuously adapt, guide, and bridge the gap between the plan and reality.

AI may enhance our tools, but human understanding will always remain at the heart of financial planning.

On the auspicious 9th day of Chinese New Year, we were honoured to welcome two lions dance to our office ushering away b...
25/02/2026

On the auspicious 9th day of Chinese New Year, we were honoured to welcome two lions dance to our office ushering away bad luck and inviting good fortune, prosperity, and abundance for the year ahead! 🧧🍊🎉🎊

Wising everyone Heng Ong Huat Ahhhh~

Bygones be bygones, 2025 ✨Here’s to a new me, a new mindset, and new plans for 2026.
01/01/2026

Bygones be bygones, 2025 ✨
Here’s to a new me, a new mindset, and new plans for 2026.

Honored to be part of the Finwealth Academy crew.Stay tuned for what’s coming next year!
26/12/2025

Honored to be part of the Finwealth Academy crew.
Stay tuned for what’s coming next year!

23/12/2025

May the bells of Christmas ring in your heart. Merry Christmas 2025! 🎄🔔

02/12/2025

ALERT BEWARE OF SCAMMER OR FAKE ACCOUNT!

If my company Finwealth Management sent you a friend request kindly reject it! We do not sent out any friend request. Our company is a page not a personal account.

This is our official account Finwealth Management Finwealth Academy

Time really flies — can’t believe it’s already my 4th year doing this as part of our CSR initiative! Grateful for the op...
24/10/2025

Time really flies — can’t believe it’s already my 4th year doing this as part of our CSR initiative! Grateful for the opportunity to continuously promote the importance of proper, regulated financial planning to the public. 💼✨

If you’ve been curious, worried, or unsure about your finances, this is your chance.
I’ll be offering FREE 1-to-1 financial planning sessions (1 hour) where you can openly discuss:

✅ Budgeting & cash flow
✅ Investments & savings
✅ Insurance & risk protection
✅ Retirement strategy
✅ Children’s education
✅ Any financial doubts you’ve been keeping to yourself

It’s a private and confidential conversation — no judgment and no selling.
Just honest guidance to help you gain clarity, confidence, and direction. 💛

There are 20 counters open with close to 80+ financial planners on duty on these 3 days event. Take the first step toward a healthier financial future. 🚀

This month has been full of financial planning roadshows and events! 🎉Last week, I had the opportunity to join MFPC’s bo...
18/10/2025

This month has been full of financial planning roadshows and events! 🎉

Last week, I had the opportunity to join MFPC’s booth event at Securities Commission Malaysia, Bukit Kiara, where we shared with university students what financial planning is really about. It was a great initiative by MFPC to raise awareness and expose young people to this meaningful and growing industry.

Throughout the event, many experienced practitioners were invited on stage to share their insights and answer questions from the public — because truth is, many still don’t fully understand what the financial planning profession actually does. 💬

As we celebrate World Financial Planning Month, I truly hope more Malaysians will take the time to understand the importance of financial planning — not just for managing money, but for building confidence, clarity, and peace of mind. 💡

Let’s embrace financial planning with an open heart, and not keep our money worries hidden away. 🌱

Thank you Financial Planning Association of Malaysia for inviting us to conduct 1-to-1 financial planning consultations ...
15/10/2025

Thank you Financial Planning Association of Malaysia for inviting us to conduct 1-to-1 financial planning consultations for the students at Heriot-Watt University as part of World Financial Planning Month. 🌟

It was truly our pleasure to share our expertise with these bright young minds — many are already dreaming big, planning ahead, and some even aspire to give back to the community through their future careers and businesses.

Financial planning isn’t just about numbers or investments — it’s about building clarity, managing emotions and expectations, and finding balance between your goals, gains, and life’s uncertainties. 💡

We hope this experience inspires more students to start their financial journey early — to save with purpose, protect what matters, and grow their wealth wisely. 🌱

Grateful once again to FPAM and Heriot-Watt University for the opportunity to share and nurture our future generation of financially savvy leaders. 🙏

30/08/2025

Selamat Hari Merdeka ke-68! Bangga jadi anak Malaysia. 🎶
Happy Merdeka 68th—proud, united, unstoppable.

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