Adli Ishak, CFP, IFP

Profile image

Location

Kuala Lumpur

Firm

Phillip Wealth Planner Sdn Bhd

License number

eCMSRL/B8845/2019

Range of fee

from RM500 up to RM1,500

About Adli Ishak, CFP, IFP

MBA holder with high analytical and interpersonal skills, licensed financial planner with 7 years of progressive experience assisting both corporate and individual clients.

His personal goal is to educate Malaysian on the importance of financial planning and to increase level of financial literacy especially among youth. Until now, he has shared lots on financial education in colleges and universities in Malaysia.

Area of expertise includes holistic financial planning, risk management, Investment management, children
education planning, zakat & tax planning as well as Shariah Estate planning.

Area of Expertise

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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