Location
Klang, Selangor
Firm
CC Advisory Sdn Bhd
License number
eCMSRL/B7486/2017
Range of fee
from RM1,500 up to RM6,000
I commenced my career as a Process Engineer in a multi-national semi-conductor manufacturing company in 1999. After spending a good six years in engineering, I decided to pursue my passion in financial planning. Since 2007, I have been a Certified Member of Financial Planning Association of Malaysia (FPAM) and a Licensed Financial Planner with Securities Commission. I have been a guest speaker for public financial planning talks. I also contribute articles and am often interviewed by financial media. I am actively involved in FPAM activities e.g. committee member of FPAM Practitioner Development Work Group (PDWG) that organizes Financial Planning Practice Clinic (FPPC) in 2009.
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
Consult Licensed Financial Planners and
Learn to Live Your Best Financial Life
Brought to you by
Funded by
© Copyright 2017－2024 SmartFinance. All rights reserved. Powered by Artsys.
