Ms Liew Siew Me

Speaker Profile

Liew Siew Mei is a highly experienced Registered Financial Planner (RFP) and HRD Corp Accredited Trainer with more than 25 years of experience in the financial services industry. She currently serves as the Chief Marketing Officer (CMO) of My Wishes Integrated Services, where she specialises in holistic financial planning, wealth protection, estate planning and legacy advisory. Her professional mission is to help individuals, families and business owners build sustainable financial strategies that preserve wealth, protect assets and ensure smooth intergenerational wealth transfer.

Liew began her career with Great Eastern Life Assurance in 2000, where she has developed extensive expertise in insurance, financial planning and wealth management. Since 2018, she has also served as an Estate Planner with Rockwills Corporation Sdn. Bhd., providing professional advisory services in wills, trusts, business succession planning and estate administration. Her broad industry experience enables her to integrate investment, protection, retirement and estate planning into comprehensive financial solutions tailored to clients' evolving financial needs.

Throughout her career, Liew has earned a reputation for translating complex financial planning concepts into practical and actionable strategies. Her areas of expertise include financial needs analysis, retirement planning, wealth accumulation, risk management, business succession planning, asset protection and legacy planning. She is committed to promoting a holistic approach to financial planning that enhances clients' long-term financial resilience and wealth preservation.

As an accomplished trainer and speaker, Liew has conducted more than 30 seminars and professional workshops on financial planning, will writing, trusts and legacy planning for financial practitioners and the public. Her engaging and practical delivery style combines real-life case studies with industry best practices, enabling participants to apply strategic financial planning concepts confidently in their professional advisory roles.

Liew's professional achievements include qualifying as a Million Dollar Round Table (MDRT) member on three occasions and serving as a Group Manager at Great Eastern Life Assurance since 2010, reflecting her leadership, professionalism and consistent excellence in financial advisory services. In addition, she serves as Director of My Wishes Integrated Services and Treasurer of Persatuan Sumbangan Kebajikan dan Sukarela Malaysia, demonstrating her commitment to professional leadership and community service.

Drawing upon her extensive industry experience, Liew brings valuable practical insights to this programme, equipping licensed financial planners, wealth managers and capital market professionals with effective strategies to develop integrated financial plans, manage financial risks and deliver value-added advisory services that support clients in achieving long-term financial security and sustainable wealth creation.