Location
Petaling, Selangor
Firm
Blueprint Planning Sdn Bhd
License number
CMSRL/B4198/2013
Range of fee
from RM500 up to RM4,500
I strongly believed in fostering long-lasting relationships with my clients and journeying with them in paving a sustainable and rewarding life-long financial pathway.
I hold a Bachelor of Science from University Putra Malaysia and a MBA (Finance) from Multimedia University and I am currently pursuing my PHD in University Technology Malaysia. With vast experience spanning across eight years in the financial service industry, I am a trove of knowledge when it comes to catering to your financial goals.
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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