Stella Ler Pei Ghee, CFP

Profile image

Location

Selangor, Petaling Jaya

Firm

Blueprint Planning Sdn Bhd

License number

eCMSRL/B8382/2018

Range of fee

from RM3,000 up to RM4,500

About Stella Ler Pei Ghee, CFP

I hold a Bachelor of Biomedical Science from Monash University, having started my career in the medical line, I now have been involved in the insurance industry for the past 5 years qualifying as a Certified Financial Planner (CFP) in 2017 and currently a LFP with Blueprint Planning.

With the current financial climate, I look forward in assisting young Malaysian couples who are below 40 years old just like myself to achieve their financial goals in the most effective manner. After writing my own financial plan, I discovered a lot of things that could have been realised earlier if I had the correct advice to begin with.

I believe that with awareness and education, my clients can avoid financial mistakes and proceed with the right practice for a successful life.

Area of Expertise

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)


Share this planner