About Us

AFM Management PLT was established in 2021 amid the second round of the Movement Control Order, aimed at combating the coronavirus pandemic in Malaysia. During these unprecedented times, many individuals and businesses faced financial hardships due to inadequate financial planning.

At AFM Management PLT, our primary objective is to assist individuals and business owners in mitigating future financial difficulties by providing them with comprehensive financial planning services. We understand the importance of having a well-structured financial plan, particularly during challenging periods like the COVID-19 pandemic. A robust financial plan enables individuals and businesses to navigate uncertainties effectively and manage their finances prudently.

We offer a range of services and solutions designed to help our clients create a solid financial plan tailored to their unique needs. Our approach includes the following key areas:

      • Financial Assessment: Collaborating closely with clients to identify their short-term and long-term financial objectives, such as emergency savings, retirement planning, education funding, or business expansion.
      • Budgeting and Cash Flow Management: Assisting clients in developing a practical budgeting plan aligned with their goals and financial capabilities. We provide guidance in monitoring cash flow, identifying areas for improvement, and offering strategies to optimize spending and savings.
      • Risk Management: Evaluating and addressing potential risks that individuals and businesses may face, including unforeseen medical expenses, disability, or business interruption. Our team offers suitable insurance products and risk mitigation strategies.
      • Investment Planning: Providing guidance on investment options and helping clients develop a tailored investment strategy based on their risk tolerance, time horizon, and financial goals. We recommend diversified investment portfolios, appropriate asset allocation, and conduct periodic reviews.
      • Debt Management: Assisting clients in managing existing debts, including loans and credit card balances. We offer strategies to reduce interest payments, prioritize debt repayment, and enhance overall financial health.
      • Tax Planning: Offering insights into tax implications and strategies to minimize tax liabilities for individuals and businesses. Our team stays up-to-date with tax laws and regulations to ensure compliance and optimize tax efficiency.
      • Estate Planning: Assisting clients in creating an estate plan, including wills, trusts, and power of attorney documents. We help preserve and transfer assets to beneficiaries efficiently while considering any legal and tax implications.
      • Ongoing Financial Monitoring and Review: Conducting regular reviews and adjustments of the financial plan based on changing circumstances, market conditions, or new goals. We provide ongoing support and guidance to ensure clients stay on track towards achieving their financial objectives.

By availing our services, individuals and business owners can make well-informed financial decisions, enhance their financial resilience, and achieve their financial goals. Our team remains well-versed in financial trends, regulations, and industry best practices to deliver the most relevant and effective advice to our valued clients.

Our Vision

Seamless Succession and Lasting Love: Empowering Legacies through Meticulous Planning

Our Mission

✅ONE cohesive team to deliver the highest standard of service to all our valued customers. By actively listening and comprehending their needs, we build trust and become the go-to resource for tailored solutions.

✅STOP the financial hardships arising from personal health issues, accidents, or unfortunate events. Through meticulous planning, we offer customers informed advice and recommendations, enabling them to safeguard their families and business partners. Our goal is to provide peace of mind.

✅SERVICE-Driven by a service-oriented approach and unwavering professionalism, we prioritize the essence of our business. By staying at the forefront of innovation, we proactively explore and offer new products and services that cater to the evolving demands of our customers.

AFM Management PLT Founders

Chanttal Chew

Founder Of AFM Management PLT

Bachelor of Business
Double Major in Information Technology & Marketing University Of Sydney, Australia.

With her expertise, she has assisted over 200 families in effectively strategizing their Life Insurance and Estate Planning. Allow her to extend her guidance and support to you as well.

Additionally, she holds a certification as a Vocational Training Operations Trainer from the Institute Of Professional Techniques & Skills. Chanttal’s knowledge and experience have earned her multiple invitations to speak at events and corporate seminars, focusing on the crucial subject of financial management.

Leong Yit Chia

Legal Advisor

LLB (Hons.) Northumbria University, CLP

Yit Chia graduated with a Bachelor of Laws (Hons) from Northumbria University, Newcastle in 2007. She went on to complete her Certificate of Legal Practice (CLP) in 2011 and earned an additional achievement named “The Judge’s Award” being the highest scorer in the examination. After completing her pupillage in Messrs. Rozlan Khuen, she was admitted as an Advocate and Solicitor of the High Court of Malaya in 2012. She then commenced her practice in Messrs. Wong Beh & Toh handling and assisting on corporate and commercial matters within Malaysia as well as cross-border transactions until the founding of this firm.

She has a variety of experience including real property transactions, banking and finance, commercial agreements and general legal advisory work.