About Annie Wong – Certified Financial Planner, Trainer & Industry Expert

Annie Wong is a highly accomplished financial trainer and consultant with over a decade of experience in financial coaching, SME business consulting, and professional training. Her mission? To empower financial professionals with the skills to transform lives—beyond just selling financial products.

From Corporate Leader to Financial Coaching Expert

Annie began her financial career in 2015 as a Financial Advisor at PFA Asia. She later expanded into Estate Planning with RHB Trustees and became a Unit Trust Consultant, before reaching a major milestone in 2020—becoming a fully licensed Financial Planner (CMSRL) under the Securities Commission Malaysia.

Today, she is a globally recognized Certified Financial Planner (CFP Professional) and Certified Professional Trainer (CPT, IPMA, UK).

Why Learn From Annie?

• Core Trainer of the Certified Financial Coach Program – Since 2021, Annie has been teaching financial professionals how to integrate coaching skills into their careers.
• Founder of Annieway 96 – Her financial advisory firm has helped 400+ families achieve financial security and guided 100+ SME business owners in financial evaluation.
• Malaysia’s Only Accredited Color Accounting Trainer – Proficient in both English & Mandarin, making complex financial concepts simple and engaging.
• Author of ‘Getting Wealthier Than Your Peers in the Next 10 Years’ – Focused on elevating Malaysians’ financial intelligence.
• 1000+ 5-Star Google Reviews – Known for her clear, engaging, and effective teaching style that even a 10-year-old can understand!
• Annie’s approach blends deep financial expertise with a practical, engaging teaching style—ensuring that finance professionals leave with actionable strategies to elevate their careers.

About KC See - Wealth Coach, Entrepreneur, and Corporate Trainer

KC See is a renowned financial educator, entrepreneur, and business coach with over 30 years of experience in financial coaching, wealth creation, and business transformation. A Chartered Accountant (U.K.) and Certified Mergers & Acquisitions Advisor (U.S.), he has empowered over 125,000 individuals and top executives to achieve financial success.

From Finance Expert to Wealth Coach & Business Mentor

KC began his career at Ernst & Young (EY) and later became Finance Controller of a major conglomerate before founding the Quest MasteryAsia Group—a regional business with operations in Malaysia, Singapore, Hong Kong, and China.

In the mid-90s, KC worked closely with Robert Kiyosaki (author of Rich Dad, Poor Dad), and his contributions were acknowledged in two of Robert’s bestselling books.

Why Learn From KC?

• Founder of Money Mastery Coaching Program – Over 1500 clients coached on wealth creation, multiple income streams, and financial security.
• International Corporate Trainer & Executive Coach – Trained senior management teams of Nokia (China), Intel (Global), Wacker (China), and top CEOs in China.
• Keynote Speaker at Major Financial Industry Conferences – Spoken at events for Great Eastern, MetLife, Prudential, AmBank, Maybank, Permata Bank, and more.
• Bestselling Author – Written six books, including Leveraging Time to Create Wealth and You Can Create Wealth.
• Media Expert & Contributor – Featured in The Star, Channel News Asia, News Radio 93.8FM, TV2’s Money Tree, and more.
• KC is a sought-after speaker, known for his powerful insights on financial coaching, wealth multiplication, and financial independence. His largest audience? 8,700 agents at a Prudential Indonesia event!

Quest Group established in 1984, growing it to a regional training, coaching and consulting group with operations in Malaysia, Singapore, Australia, China and Hong Kong. We worked with global brands and hundreds of organisations throughout the region from as far east as Korea to as far west as Poland, achieving tangible results and bringing improvements to their organisations.

On the other hand, Quest started to be recognised as a global mentoring organisation dedicated to helping individuals to assisting them in the actualisation of their dreams through training, coaching and mentorship. Established since 1997, we have expanded to include members from South-East-Asia, Oceania, South Africa, Europe, North America, Hong Kong and China.

For the past 40 years, Quest have mentored more than 550,000 people from all walks of life. Through our unique system of training and mentorship, we have risen through the ranks to achieving real-life results with corporate clients and individuals.

One of the very successful Coaching and Mentoring Programmes is the Certified Professional Trainer, accredited by the International Professional Managers Association, United Kingdom. The only professional trainers’ programme in Asia that provides training, apprenticeship, mentorship, support systems and lifetime membership to enable people who are passionate about training to become professional trainers. We help professionals start their own training, consulting and coaching business. Since started in 2000, we have trained more than 1,600 certified professional trainers from across Asia.