Profile | Cash In | Cash Out | Wealth | Protection | My Big Plan
People are constraint in financial knowledge and time, and with financial data stored on different sites, putting everything toghether into one big picture posts a big challenge. Without a proper system or platform and not knowing your numbers, the feeling of insecurity and stress tend to add up. A sink or swim situation.
In search for the light, Big Plan was created in 2016, a total integrated and interactive personal financial platform for life. The ultimate platform shall be fully integrated and interactive with financial institutions, insurance companies, job sites, online investment sites and all other financial and legal professionals. We are looking for a total system from accounting, wealth preservation (protection), asset accumulation (investment) to estate plannning (distribution). If things can be done with a click of a button, we want Big Plan to be designed that way, SIMPLICITY.
To create a total integrated and interactive personal financial platform for life.
A world full of responsible adults.
Big Plan is owned by 5 Big Person Sdn Bhd, a private limited company incorporated in Malaysia. It is founded by Ronald Liao in 2020 as a startup company and he will be leading the executive team as the Chief Executive Officer (CEO). The company will be licensed by the Securities Commission Malaysia under the Capital Markets and Services Act 2007 regulation.
As a CFA charter holder and a Finance Director of a property developer company for the last 8 years, Ronald Liao has acquired vast knowledges in corporate budgeting, cash flow projection, accounting, and financing. He started his career as a paid company dealer with OSK Securities Berhad after graduating from University of Auckland, New Zealand, in 1998. He went on to work in HSBC Securities Services (Ireland) Limited in 2008 as a fund administrator for the global fund manager during which the global financial crisis strikes. During the time, he witnessed the damages brought upon by the financial crisis and sparked him to start Big Plan to promote personal financial planning to the public. With 8 successful years building cash flow and a vision of a world full of responsible adults, he formalized a rule-based application to solve the differences human nature has towards money. The financial tools needed to know your numbers, be ahead of the curve and out of poverty.