Cheras, Malaysia
Certified Financial Planner, CFP, MBA
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About Me
“You must gain control over your money, or the lack of it will forever control you.”
As a certified financial planner, I aspire to tailor-made a comprehensive financial plan and guide my clients in choosing the right financial vehicles to meet the goals in life. Financial planning is a continuous effort. I will walk through the entire journey with my clients , making tweaks and adjustment to their portfolio accordance to their needs.
Area of Expertise :
• Comprehensive/Holistic Financial Plan covers all aspects of planning your personal finances and life goals
• Succession Planning planning for business continuation, Family Office holistic family management
• Health Care Planning medical, surgical, dental, critical illness, disability, etc for individual / family
• Financial Security ensuring stable stream of income for individual / family
• Credit Protection
• Child Tertiary Education Planning
• Retirement Planning
• Estate Planning timely wealth distribution
My Expertise
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$12/hr
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