Mason Cha

About the Author

 

Mason Cha is an exceptional Financial Advisor with more than 20 years of experience serving a diverse clientele, including entrepreneurs, business owners, professionals, and High-Net-Worth individuals (HNWI). He is a Registered Financial Planner and RFP designation holder approved by the Bank Negara Malaysia, holds a Capital Markets Services Representative's Licence by Securities Commission Malaysia, and has an honours degree in Economics from the University of Malaya, providing him with a comprehensive understanding of the financial industry.

 

Mason Cha's impressive track record of achievements includes setting new records and receiving prestigious awards, even during the pandemic, in the insurance industry where he works. He is also an international speaker and coach for various Insurance industries and agencies, sharing his expertise and insights with a broader audience.

 

With his extensive network, Mason Cha has facilitated around RM1.5 billion in deals on his deal matching platform, covering capital markets, business M&A, and trades. Moreover, he is a seasoned investor with a successful investment portfolio that includes startups and blue-chip stocks. In 2022, his expert stock investment strategies generated eight-figure returns, demonstrating his exceptional skills in the field.

 

What sets Mason Cha apart is his unwavering commitment to personalised services. He recognises that every client's financial situation is unique, and he strives to offer tailored solutions that align with their goals and values. As a result, he has built a loyal client base that trusts him as a strategic partner in their financial journey.

 

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