Logo CC Group AHAM HLA Phillip 19

Café Conversations

Financial Insights 2025

Join us for a relaxed coffee chat as we explore practical strategies for a secure financial future.
Gain insights into Corporate PRS, Hong Leong Assurance Asset Master, and the Phillip Managed Account — key tools to help you plan smarter for retirement and long-term financial growth.


25 June 2025
(Wednesday)

10am – 12pm

CC Advisory Office (Taman Desa Faber Tower 2)

English

Event Agenda


10.00 am – Opening & Welcome Address

Janice Lee

10.30 am – Understanding Corporate Private Retirement (PRS) Scheme

Maximize Your Business Tax Deductions & Employee Retention Programme.

Sharing by
Ms. Janice Lee (Manager of Intermediary & Private Retirement Business, AHAM Capital)

Tai Yean Yean e1749655211803

11.00 am – Hong Leong Assurance (HLA) Asset Master

Learn how the HLA Asset Master plan combines protection and investment under one comprehensive solution.

Sharing by
Ms. Tai Yean Yean (Manager of Business Development, Affinity Business & Alternative Channels, Hong Leong Assurance Berhad)

Summer Chua e1749459296972

11.30 am – Philip Managed Account For Retirement

Discover how a professionally managed account can help you achieve your retirement goals through personalized investment strategies.

Sharing by
Ms. Summer Chua (Head, Strategic Business Development of Phillip Capital Management Sdn Bhd)

12.00 pm – Closing Remarks & Networking

Registration is Closed

Registration Form

Frequently Asked Questions


Who is this event for? 

This session is ideal for business owners, HR professionals, working adults, and anyone interested in strengthening their personal or employee financial planning. Whether you’re exploring retirement solutions, tax-saving strategies, or investment-linked protection plans, this event offers practical insights tailored to real-world financial goals.

When do I need to register?

Seats are limited. Registration will close on 23 June 2025.

Where is the location of this event?

The event is at Cheng & Co Group, CC Advisory Office (Lot 307A, 3rd Floor, Tower 2, Faber Towers, Jalan Desa Bahagia, Taman Desa, 58100 Kuala Lumpur, Federal Territory of Kuala Lumpur).

I have additional questions about the event, who should I contact?

For any inquiries, feel free to reach out via:
WhatsApp:
Zureen (+6 010-366 4972)
Yi Shin (+6 017-704 0880)
Stephanie (+6 010-220 4725)
Cheng & Co Group Business Hotline (+60 3-2935 9606)
Email: enquiry@chengco.com.my