JANGAN LEPASKAN PELUANG INI. DAFTAR SEKARANG. TEMPAT DUDUK ADALAH TERHAD.

PERCUMA hanya dengan jemputan sahaja.


TARIKH: 12 Februari 2019 (Selasa)

LOKASI: 12, Jalan PJU 5/8,
Dataran Sunway, Kota Damansara,
47810 Petaling Jaya,
Selangor Darul Ehsan

Click here to view the location map

Nota: Anda boleh meletak kenderaan di Sunway Giza, atau jika anda menggunakan MRT, turun di Stesen MRT Surian.
Lokasi majlis adalah di barisan kedai yang sama dengan Hong Leong bank, menghadap Stesen MRT.


Why you should attend this event?

  • To know how cash management strategies are practiced by other companies in the industry.
  • To know the instruments that can help add value to your cash management strategies.
  • To get insights on the various competitive cash management strategies used by corporate in the market.
  • To know the financial instrument that can give competitive yields and in turn help save your corporate taxes.
  • To have the chance to engage with the speakers and consultants and get first hand information on solutions that may add value to your company.

  • Who should attend this attend?

  • Directors/Managers
  • Auditors/Accountants
  • Business Owners/Sole Proprietors
  • Freelancers/Agents
  • Unit Trust Consultants

  • From Our Past Event









    The Speakers

    Mr. Allen Yap

    Head of Agency, Phillip Mutual Berhad

    MBA PFP, USQ (AUS), BBBA, RMIT (AUS), Diploma Investment Analysis of Malaysia, KLSE-RMIT

  • Have conducted over 1000 Investment & Financial Planning seminars in Malaysia as well as oversea.
  • First Malaysian to achieved MBA Personal Financial Planning from Australia.
  • 2000, graduated with Degree with Distinction in BBA with Royal Melbourne Institute of Technology (RMIT) with Malaysian Institute of Mgmt
  • 1998, best overall students among 1500 in Research Institute and Investment Analysis of Malaysia (RIIAM)
  • Instrument to assist FPAM to establish the Certified Financial Planning (CFP), and was a part writer for CFP module 1.
  • Assisted Standard Chart, in establishing their wealth planning department..
  • 3 Times MDRT
  • Fund manager representative license under 2014 , CMSR


  • Coach Mohammad Isa Bin Abdul Rahman

    Senior Financial Consultant, Phillip Mutual Berhad
    Founder, Proinvest
    Dip in Accounting UiTM, Certified HRDF Trainer, CUTE, TBE, PCE, CEILLI, FPMR SIDC

  • Phillip Mutual Top Recruiter.
  • Experience in Agency Management.
  • Organise Personal Financial Management seminar and workshops to Private and Government sector.


  • Agenda

    9.30 - 9.45 am Pendaftaran Peserta & Jamuan Ringan
    10.00 am Kata-kata Aluan
    10.00 - 10.45 am Pengurusan Tunai untuk Bisnes Secara Efektif dan Berhemah
    Oleh Mr. Raymond
    10.45 - 10.55 am Rehat
    11.00 - 11.45 am Tabung Persaraan DIY
    Oleh Coach Isa
    12.00 pm Tamat


    By filling up this form, you understand that we collect your contact information for the purpose of booking a seat for you to this event, and to allow us, the Proinvest team to be able to reach you for the purpose of providing you more information to your corporate team about the solution that we feature in this event.

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