Location
Selangor, Petaling Jaya
Firm
Blueprint Planning Sdn Bhd
License number
CMSRL/B5245/2014
Range of fee
from RM500 up to RM7,500
I have over 10 years of experience in the financial services industry. In this time, I have worked as an auditor and gained skills in financial analysis and tax planning. I am passionate and determined to help my clients ranging from fresh graduates, corporate executives to business owners with all their financial planning needs.
As a financial planner, I take pride in providing my clients and friends with superior service. By giving them a personalized and informed approach, I am able to develop tailored financial strategies to help them reach their financial and life goals. Thus, clients will be able to experience the lifestyle they wish to achieve.
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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