Location
Petaling, Selangor
Firm
VKA Wealth Planners Sdn Bhd
License number
CMSRL/B0415/2010
Range of fee
from RM500 up to RM3,000
Everyone deserves a Financial Plan regardless whether he is rich or poor as every Financial or Life Decisions made today will impact future quality of Life and Financial situations! Also, I believe in coaching people to build personalized strategies based on their own values and achieve a balance between what they desire versus the resources they are prepared to put aside today. Asset Allocation to meet financial goals will be one of the strategies. An Executive Secretary by training but found my passion in a totally different profession-Financial Planning. Started as Unit Trust Consultant more than 21 years ago and have since qualified as a Certified Financial Planner and holds a Capital Market Services Representative since 2010.
Comprehensive Plan (covers all aspects of planning your personal finances and life goals)
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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