Uno Advisers: The Financial Planning Firm For Women?

Open For Business

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28d ago 39:00

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In this episode of Open For Business, we sit down with Ian Wong and Kimberly Law, co-founders of Uno Advisers, a financial planning firm with a mission to empower women through personalised financial planning. Founded in 2021 and officially launching in 2023, Uno Advisers says it is taking a fresh, client-focused approach to the traditionally product-pushing financial services industry.

Ian and Kimberly share how their backgrounds led them to start Uno Advisers, the challenges they’ve faced in building the business, and why their focus is on supporting women in their financial journeys. They also discuss how they differentiate themselves in a competitive market and their view on the future of financial planning in Malaysia.

In this episode, you’ll learn:

- How Uno Advisers is trying to fill a gap in Malaysia’s financial planning industry by focusing on holistic, client-first strategies.

- The importance of tailoring financial services to women and why they are their target demographic

- The challenges of launching a new financial planning firm in a market dominated by larger, more established players.

- Insights into Uno’s business model, growth strategy, and the potential future of financial planning in Malaysia.

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