Cherry Ng Mei Ying, MBA, CFP

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Location

Petaling Jaya, Selangor

Firm

Harveston Wealth Management

License number

eCMSRL/B9382/2019

Range of fee

from RM500 up to RM8,500

About Cherry Ng Mei Ying, MBA, CFP

Throughout a demi-decade of working in local and foreign banks, I observed that many people are actually very keen to improve the state of their personal finances, but they may not know who to turn to.

My main goal is to help you make well-informed decisions on what types of financial vehicles are right for you, to achieve your goals. I also emphasizes the need to adjust your portfolio as your goals and needs change. Meeting your financial goal is always my greatest achievement and satisfaction.

With total clients' assets under advice of RM 25.4 million, I specialize in holistic wealth management using a proprietary system to grow my client's wealth with high certainty and minimum risk.

Area of Expertise

Comprehensive 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 (debt and contingency planning)

Child Tertiary Education Planning (securing your children's education)

Retirement Planning (pre and post retirement planning, management of retirement fund)

Estate Planning (timely wealth distribution)

General Accumulation / Emergency Money (management of savings for other use)


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