Dr Mohaini bin Ahmad Basri, or Dr Moh is a highly qualified financial advisor with an impressive educational background, holding a degree in engineering, an MBA, and a PhD. Coupled with 25 years of corporate experience, he brings a unique blend of technical expertise, strategic insight, and practical financial knowledge to his advisory role.
Throughout his corporate journey, Dr Moh specialized in project assessment, risk management, and effective operations and excellent financial management, honing his ability to analyze complex challenges and deliver innovative solutions. His extensive experience enables him to understand the goals and aspirations of clients from diverse backgrounds, making him adept at creating financial strategies that resonate with individual and business needs.
As one of financial planners in Malaysia, Dr Moh leverages his expertise in cash flow management, investment planning, and various financial instruments, including properties, unit trusts, and takaful. His education and professional journey provide him with a strong foundation to craft comprehensive and sustainable financial plans.
Dr Moh's approach is client-focused, ethical, and results-driven, emphasizing personalized solutions that address immediate needs while fostering long-term financial resilience. His commitment to empowering clients with clear and actionable strategies has made him a trusted partner in navigating Malaysia’s financial landscape.
"Ready to start your financial journey? Contact Dr. Moh today!"
Meet Dr. Moh: Your Partner in Financial Success
Mission
To guide Malaysians in achieving financial freedom and security through personalized planning, ethical strategies, and smart investment solutions tailored to their unique goals and circumstances.
Vision
To become Malaysia’s most trusted and innovative financial planner, known for helping individuals and businesses build sustainable wealth, navigate financial complexities, and contribute to the economic growth of the nation while prioritizing ethical and inclusive practices
My services : Comprehensive Financial Planning
Cash Flow and Budgeting: Cash flow management, investment strategies, and retirement planning.
Shariah-Compliant Solutions: Tailored ethical investment strategies.
Wealth Management: Portfolio optimization and asset allocation
Legacy Planning: Trusts, hibah, and estate planning.
Education Planning: Securing your child’s future
Risk Management: Protect your financial future by identifying and mitigating risks
Others
