About Abacus Advisory
A team you can trustThe Abacus For Money team of Kuala Lumpur, Malaysia is made up of financial professionals who share
a common passion — sharing their knowledge and experience to
help their clients make money, manage their money and invest their money more
achieve emotional and financial security!
Carol Yip - Founder
A Chinese native of Kuala Lumpur, Malaysia, Carol Yip, Certified Personal Financial
Coach, Certified Financial Planner, and Keynote Public Speaker is driven by her
passion to share with people the paramount importance of managing your money
well to achieve financial freedom.
She holds a Master’s Degree in Business Administration (Majoring in Finance
with Distinction) from the University of Hull, UK, a Bachelor’s Degree in
Economics (Honours) from
Monash University in Melbourne, Australia, a
Certificate of Financial Planning (CFP) from the Financial Planning Association
of Malaysia and Certificate of Financial Coaching (CFC) certified by the
International Professional Managers’ Association of UK. She is also a Registered
Financial Planner (RFP) from the Malaysian Financial Planning Council. Carol is
currently pursuing her Masters degree in Counselling, specialising in Financial
Carol has over 20 years experience in the financial industry. She previously
worked for Price Waterhouse Cooper as auditor and as a management consultant for
While working in the financial field, Carol Yip soon realized that not
everyone is born with a natural talent of being able to manage their finances
well, and that a large majority of people needed help to learn the necessary
skills to achieve their financial goals. As a result, Carol Yip established
Abacus Advisory in June 2002. Read what
Carol's clients and participants say about her
work and contributions.
As part of her work to promote the importance of personal financial literacy,
Carol contributes articles, participates in media interviews, gives public talks
and conduct programs and public seminars to corporate and education
institutions. She is a Monash University Alumni Advisory Group member and a Speaker
for TEC Asia Centre and
Asia Business Forum.
She has also been appointed to be the panel of assessors for The Malaysia Small
Medium Enterprise Award 2007 & 2008.
Carol has been nominated for the “Great Women of Our Time Award Year 2008 –
Finance & Commerce category” by the Women Weekly Magazine Malaysia.
is available for keynote addresses,
seminars and workshops
from Malaysia to China, including
Singapore, Thailand, Philippines, Vietnam, Hong Kong, Korea
can be delivered in English, Cantonese Chinese and
An overview of our financial
Abacus Financial coaches teach you, share their knowledge with you, coach you
every step of the way, listen to you, support you, empower you to take charge
and keep your financial secrets confidential.
Our vision - financial literacy at all levels of society
Carol Yip's vision to educate the public on the necessity to understand their
financial behaviour in order to manage their money more effectively was
recently reinforced by a statement released by Governor Tan Sri Dr Zeti Akhtar
Aziz of Bank Negara Malaysia, who announced that the bank will be setting up a
credit counselling debt management agency later this year to assist individuals
who are encountering difficulties in meeting their financial commitments.
||Financial literacy will allow households to have the increased
confidence to make sound decisions regarding their consumption expenditure," she
said in her keynote address at Bank Negara's gala dinner in conjunction with the
Financial Education Summit 2005 in Kuala Lumpur.
Financial literacy is the key to your financial success!
Why wait? Take action now!
For more information on services provided by Carol Yip and the Abacus
Advisory Team, please check-out our FAQ's page or
contact Carol directly.
Carol was engaged for the education project driven by the Central Bank of
Malaysia’s Credit Counselling and Debt Management Agency ("AKPK")
to educate people about their finances. The personal financial education program
covers good behaviour and habits towards money, finance and debt management
skills, and how to identify personal financial path, among others. She is also
the co-writer of the "Money
$ense" book, published by AKPK.
influence our behaviour,
and emotional reactions
our families and
style will help
you gain insight
into how and
why you react emotionally to
you have those reactions, and
how they affect
your financial success or lack
was one of the speakers and panellist at the August 2007 "Retail
Financial Services" conference organised by The Asia Business Forum in