Location
Selangor, Petaling Jaya
Firm
Areca Capital Sdn Bhd
License number
eCMSRL/B8514/2018
Range of fee
I am passionate about providing and sharing financial advice and planning for families, professionals, retirees and SME owners who are unsure about their financial options and need comprehensive, considerate and cost-effective advice. I work with people between 23 to 55 years old. I always believe that integrity is the key value in financial service industry.
With total clients' assets under advice of RM25.4 million, I specialize in holistic wealth management using a proprietary system to grow my client's wealth with high certainty and minimum risk.
Do not hesitate to contact me regarding financial issues. I would love to represent your interest and become Your Financial Planner. Do give me a chance to share more with you.
Thanks.
Comprehensive Plan (covers all aspects of planning your personal finances and life goals),
Succession Planning (planning for business continuation),
Health Care Planning (medical, surgical, dental, critical illness, disability, etc for individual/family),
Financial Security (ensuring a stable stream of income for individual/family),
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)
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