Jon-Pierre Narbey

Jon-Pierre Narbey

Associate

About

Jon-Pierre has a degree in Finance and Economics from the University of Auckland, New Zealand and has an International Certificate in Wealth and Investment Management from the Chartered Institute for Securities & Investment.

While ensuring clients receive honest, fair and transparent financial planning, Jon-Pierre enjoys and takes pride in advising clients globally. He strives to make positive changes while tackling financial shortfalls by matching client needs and wants with tailored investment packages – all with an effective emphasis on tax-efficiency.

Jon-Pierre’s areas of expertise cover retirement planning, pension transfers, family financial planning including education savings, individual and joint income, life protection, trusts, offshore banking, international savings and reviewing of existing portfolios.

  • Furthermore, Jon-Pierre is dedicated to developing his skills through continued professional development and training. Jon-Pierre is therefore trusted by many and his advice comes highly recommended.

Qualifications

  • Bachelor of Commerce, majoring in Finance and Economics, University of Auckland, New Zealand
  • International Certificate in Wealth and Investment Management, CISI
  • MII PCEIA General Insurance AB PCAB, The Malaysian Insurance Institute
  • Fundamentals of Financial Services, CISI

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