Elevat8 went digital to aid SMEs and individuals on financial planning

Natasha Idayu, financial planner working with Sabrina Tan, COO and Lim Yee Von CEO of Elevat8 to understand and assess their client's financial planning goals

The current Covid-19 pandemic not only kills people and instils fear but it also cripples businesses and deflates bank accounts.

However, it did not stop there for the two young financial planners, Lim Yee Von and Sabrina Tan, who quickly transformed Elevat8 — originally a face-to-face consultation programme — digitally to facilitate assistance to companies and individuals to have a better understanding on how to manage their cash flow during this crisis period.

Elevat8, the first uniquely designed custom-made Financial Fitness Programme (FPP) which focuses on financial assessment in family protection or restructuring protection, cash liquidity planning during critical times and children education planning.

“We were so used to the conventional methods of doing financial planning which we discovered have limitations, so we took a leap of faith to adopt digital transformation,” Lim, CEO of Elevat8.

Lim points out that online and digital transformation have opened up many possibilities for them to reach out to their existing and potential clients.

In the onset, there were resistance from their fellow peers but as they witnessed Elevat8 success and positive feedbacks in transforming their programme to online and digital, many has also jumped on the bandwagon.

What employees and coworkers need now is the ability to first manage their financials, Tan COO of Elevat8 says. “We are dealing with unprecedented levels of stress and anxiety in responding toward this crisis.”

With this programme, we believe, Tan points out, will further strengthen the whole company when their employees have a better understanding on how they should manage their financials properly.

During the Movement Control Order (MCO) and Conditional Movement Control Order (CMCO), Elevat8 has successfully assisted a few companies through an online conference session.

“The engagement with the management and staff was very encouraging and we manage to provide guidance and solutions for their workforce to better manage their financials,” Lim says.

Both Tan and Lim have organised numerous webinars for the public with key industry leaders and celebrities as their panelists. Many of the topics of discussion focused on how business owners can weather Covid-19 through innovation and financial management.

Bon Zainal bin Harun, President of Malaysian Bumiputra Designer Association lauded their efforts. “Both Tan and Lim provided a very good platform to educate the public on branding and personal finance management.”

In the same vein, Winnie Loo, Deputy President of Branding Association of Malaysia also said the initiatives provided by Tan and Lim to reach out to a bigger audience is encouraging.

Lastly, Lim and Tan says their FFP is for anyone who wants to learn to manage their financials and have a better understanding on how to manage their cash flow.

LEAVE A REPLY

Please enter your comment!
Please enter your name here