Justin, Chong Zhen Ting, CFP

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Location

Wilayah Persekutuan Kuala Lumpur - Setiawangsa

Firm

Phillip Wealth Planners Sdn Bhd

License number

eCMSRL/B5687/2015

Range of fee

from RM500 up to RM4,500

About Justin, Chong Zhen Ting, CFP

Graduated with Bachelor of Business Administration (Hons) and through the journey from a white-collar to a Licensed Financial Planner with CMSRL license from the Securities Commission Malaysia, and FAR License from the Bank Negara Malaysia have given me a better exposure to the dilemma of majority white-collars and middle class.

Life is short, most of the people do not plan to fail, but they fail to plan. "A goal without a plan is just a wish" (Antoine De Saint-Exupery). As a Certified Financial Planner, I always put myself in client's shoes, when it comes to recommending any financial solution. This in line with my mission to help as many people as I can to achieve 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)

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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