Don’t Know Which Financial Advisor to Choose? Here’s How ZiggFin Makes It Easier (and Safer)

Too many “agents” on social media, but still feel blur?

If you're a Malaysian looking to sort out your insurance, unit trust, estate planning, or financial direction in general, you've probably done one of these:

• • Asked your friends: “Got any good agent to recommend?”
• • Scrolled TikTok or IG and saw someone claiming to be a “financial coach”
• • Walked into a bank, then felt unsure if you're getting what's best

And after all that, you might still end up thinking:

“How do I know who’s really certified?”

“What if I kena sweet talk, then regret?”

“I don’t want to waste time asking 5 people, still not sure who to choose…”

You’re not alone.

That’s why ZiggFin exists — to make choosing a trusted advisor less guesswork, more clarity.

The real challenge: not finding “a” financial advisor, but finding the right one

In Malaysia, there are thousands of people calling themselves:

• • Agent
• • Consultant
• • Wealth coach
• • Financial strategist
• • MDRT, COT, TOT…

Wah, sounds very pro right?

But not everyone is:

• • Actually licensed
• • Experienced with your situation
• • Speaking your language
• • Transparent with their service

This is why many people don’t take action — not because they don’t care, but because they don’t want to choose wrong.

So how does ZiggFin help you filter and choose properly?

✅ All professionals are verified before appearing on the platform

ZiggFin is not open to “anyone can sign up” style.

All advisors must submit documents showing:

• • Their valid license (e.g. PRS, UTC, TBE, EPF, insurance agent code)
• • Which company or agency they are tied to
• • What services they are allowed to offer

Once verified, they get a Verified Badge, and only then are they searchable on ZiggFin.

This protects you from:

• • Fake profiles
• • Unregistered agents
• • Non-compliant promotions

✅ You can filter by real needs — not random scrolling

You can search based on:

• • Service type: insurance, unit trust, trust, estate planning, loan, etc.
• • City: KL, JB, Penang, Ipoh, Sabah, etc.
• • Language: English, BM, Chinese
• • Who has a Spotlight video
• • Who has reviews from clients

Instead of DM-ing random people on Instagram, now you can compare and select with proper info.

✅ You can see their personality and specialisation

Every advisor on ZiggFin is encouraged to upload a Spotlight video (30–60 seconds) to introduce:

• • Who they serve best
• • What they’re experienced in
• • What kind of client situations they handle
• • Why they do what they do

This helps you avoid awkward meet-ups or back-and-forth WhatsApp chats with people who may not match your style or needs.

✅ You reach out — only when you’re ready

You’re not forced to chat, you’re not spammed with DMs, and you won’t get pressured.

If you like what you see on their Service Card, just click “Contact” and fill a simple form — the advisor will reply in a respectful, professional way.

No stress. No hard-selling. No obligation.

What if I don’t know what I need yet?

That’s normal.

Many people aren’t sure if they need:

• • Insurance or just savings
• • A will or a trust
• • Unit trust or PRS
• • Loan refinancing or better budgeting

ZiggFin lets you browse advisors who are open to explain first, no strings attached.

Some even state on their profiles:

“Happy to chat, no commitment needed”

This gives you space to ask first, decide later.

How does ZiggFin make things safer for clients?

You’re not choosing blind anymore.

You’re choosing with filters, facts, and your own pace.

Summary — Choosing a financial advisor should be like online shopping, not guessing

Would you buy something online without photos, reviews, or seller info?

No, right?

So why choose a financial advisor that way?

ZiggFin is here to give you:

• • Transparency
• • Options
• • Trust indicators
• • Control

No more guessing who’s “good”. You compare and decide based on your own needs.

Not sure how to choose a financial advisor? Start with ZiggFin.

✅ Browse by service, location, language

✅ Check their credentials & video

✅ Contact only if you feel ready

✅ Get help without pressure, on your own terms

Try ZiggFin today — it’s free to explore.

👉 www.ziggfin.com

ZiggFin: Helping you find the right advisor — not just the loudest one.