Lim Hooi Hooi, CFP

Profile image

Location

Selangor - Petaling Jaya

Firm

Coreplus Advisory Sdn Bhd

License number

CMSRL/B4749/2014

Range of fee

from RM1,501 up to RM3,000

About Lim Hooi Hooi, CFP

Lim Hooi Hooi, CFP, is the Co-founder of Coreplus Advisory Sdn Bhd. She strongly believes that financial education plays an important role in improving the financial well-being of individuals.

She spends over 18 years in the financial services industry and has extensive experience in the areas of personal asset management and wealth distribution (estate planning).

Lim Hooi Hooi has helped many clients from all walks of life to take charge of their finances. This is done through customizing and tailoring her advice frameworks specifically to individual client's needs.

She has conducted various financial planning related workshops/training courses for NGOs, SMEs and university students.

She is currently investing heavily to nurture and prepare her dynamic team members in her firm to adapt and continuously grow the business and profession. At the same time, she is passionate about youth development works via her active youth NGOs’ involvement.

Area of Expertise

Comprehensive Plan (covers all aspects of planning your personal finances and life goals),

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),

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


Share this planner