Chin Kok Leong, CFP

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Location

North-East Penang Island, Pulau Pinang

Firm

Phillip Wealth Planner Sdn Bhd

License number

CMSRL/B3694/2013

Range of fee

from RM500 up to RM6,000

About Chin Kok Leong, CFP

Always providing trustworthy, independent and professional financial advice to individuals, and tailoring solutions to improve their lives and achieving their financial goals.

Area of Expertise

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)

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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