From left: Natasha Idayu, financial planner working with Sabrina Tan, COO and Lim Yee Von CEO of Elevat8 to understand and assess their client's financial planning goals.
KUALA LUMPUR, June 9 (Bernama) -- The current COVID-19 pandemic has prompted Lim Yee Von and Sabrina Tan, the two young financial planners to create Elevat8, a platform to facilitate and help professionals and companies to have a better understanding on financial planning.
Elevat8 provides complimentary financial planning advisory to all the employees and management of SME and companies operating in Malaysia. The first uniquely designed Financial Fitness Program (FFP) focusses on financial assessment in family protection or restructuring protection, cash liquidity planning during emergency or crisis and children education planning. It is a custom made program in personal financial planning that will provide better understanding on how to manage their cash flow especially during crisis.
This program initially was designed for a face-to-face consultation but due to the lockdown, Elevat8 quickly transform the whole program to online.
“We took a leap of faith to go for digital transformation. We were so used to using the conventional methods of doing financial planning and we discovered there were limitation. Online and digital transformation has opened up many possibilities for us to reach out to our existing and potential clients.” says Lim Yee Von, CEO of ELEVAT8.
There were some resistance from their fellow peers in the beginning but as soon as they witnessed Elevat8 profound success in transforming their activities to online and digital, they received many positive feedbacks and many has started following their footsteps.
Elevat8 COO Sabrina Tan added: “We are dealing with unprecedented levels of stress and anxiety in responding towards COVID-19. What employees and coworkers might need right now will be the ability to first manage their financial. With this program we believe it will further strengthen your whole organization when the employees and staffs have a better understanding on how they should manage their financial properly.”
Recently they both have successfully assisted few companies during this MCO and CMCO by engaging their management and staffs through an online conference session. The engagement was very encouraging and we manage to provide guidance and solutions for their workforce to better manage their financials.
During MCO, both Yee Von and Sabrina has organized numerous webinars for the public that reaches thousands of audience with key industry leaders and celebrities as their panelists. Most of the topics of discussion focusses on how business owners can weather this COVID-19 mostly through innovation and financial management.
Bon Zainal bin Harun, President of Malaysian Bumiputra Designer Association complimented their efforts. “Both Sabrina and Yee Von provided a very good platform to educate the public on branding and personal finance management.”
While Datin Winnie Loo, Deputy President of Branding Association of Malaysia applauded their efforts “All I wanted was to accept FB live interviews to encourage more people out there to stay strong and not allowing this crisis to dampen their spirit and wellbeing. I like the initiatives provided by both Yee Von and Sabrina to reach out more to the public.”
CEO of Elevat8, Lim Yee Von added: “This Financial Fitness Program (FFP) is for anyone who wants to learn to manage their financials and have a better understanding how to manage their cash flow.”
https://www.facebook.com/elevat8.me/
SOURCE: INTESTARS BUSINESS VENTURES
No comments:
Post a Comment