Believing in

Love. Family. Trust. Professionalism

Meet Vincent Cheong

FOUNDER of Legacy Planners


Being born into a family with a strong financial background, Vincent developed an interest in finance during his younger days. He had spent years researching and enhancing his professional knowledge in banking, insurance, and investment.

Meet Mei Mei

FOUNDER of Legacy Planners


Finance is not just a career for Mei Mei, it is her lifelong passion. Having been in the industry for years, she has built a firm foundation of skills, expertise, and professional knowledge. Likewise, it also led her to the love of her life, Vincent- whom she first met during her university days.



Seconded to Singapore high-net-worth international banking center


• Unit Trust Investment

• Corporate UTS Adviser (CUTA)

• Registered Licensed Financial Advisor

Independent Financial Adviser license

With a shared aspiration,

Legacy Planners was formed.

Legacy Planners is backed by the wealth of knowledge and experiences of Michael’s serving generations of clients.

Meet Michael Cheong


Michael has pursued a career in the financial services industry since 1974. He eventually became one of the founding members of Malaysia's FIRST independent financial advisory firm in 1999.


Today, Michael still offers his services to 3 Generations (3G) of clients as he helps set the foundation right for Vincent and Mei Mei to emulate and continue to serve many more generations to come.

We build and sustain a trusting relationship with our clients by developing and maintaining an in-depth understanding of their aspirations.

Holistic Planning

Meticulous Details

Unbiased Advice


with Clients

Personal Financial Advisory

• Children’s Tertiary Education Planning

• EPF Investment Scheme

• General Insurance Services

• Investment Planning

• Retirement Planning

• Risk Management

• Will & Trust

• Debts & Loan Management

Corporate Financial Advisory

• Business Cash & Reserves Management

• Business Succession Planning

• Corporate Investment

• Corporate Pension Scheme

• Corporate Risk Management

• Employee Benefits Scheme

• Key Man Insurance Planning



Fact Finding/ Research

Team Of Specialist

Investment Platforms Onshore/Offshore

Life & General Insurers

Financial Institutions

Fund Houses

Will & Trust


We are able to select from a wide array of regulated financial products and services in the market working with fund houses, banks, insurance companies and other financial institutions to make sure you get the right products and services for your individual needs.

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201401009675 (1085754-P)


Unit 7-12, Wisma Conlay, No.1, Jalan USJ 10/1, Taipan Business Centre, 47620 Subang Jaya Selangor.

T 603 - 8601 0809     F 603 - 7981 4603

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