Effendi Hassan's Linkedin Analytics

Hi, I’m a financial services entrepreneur with over 25 years of experience in customer service, branch and retail operations, training, and management. I’ve worked with people from all walks of life, and I understand how to listen, guide, and help them achieve better outcomes—especially when it comes to their finances. Today, I focus on unit trust investments and takaful insurance, offering clients practical, personalized financial solutions. My goal is to make financial planning simple, clear, and tailored to your unique life goals and values. What I Offer: Unit Trust Investments I help clients grow their wealth through diversified, professionally managed portfolios. Whether you're saving for retirement, your children’s education, or long-term financial independence, I create investment strategies based on your risk profile and financial goals. Takaful Insurance I offer Shariah-compliant protection plans, including family takaful, medical coverage, critical illness protection, and education savings. These plans provide financial security and peace of mind, ensuring you and your loved ones are prepared for life’s uncertainties. Personalized Consultations Every client is different, so I take the time to understand your financial situation, explain your options in simple terms, and help you make informed decisions. I offer ongoing support, not just a one-time transaction. What sets me apart is how I combine corporate-level experience with a personal, human touch. My background in operations and training has taught me how to build trust, communicate clearly, and always put people first. That’s exactly how I approach financial advising—by focusing on relationships, not just results. I believe that financial success isn’t just about numbers—it’s about confidence, clarity, and having the right person to walk the journey with you. I’m here to be that person for my clients: a trusted advisor who listens, supports, and helps turn financial goals into reality. Whether you're just starting your financial journey or looking to refine your current plan, I’m ready to help. Let’s work together to build a secure, meaningful financial future.