Location
Kuala Lumpur
Firm
Phillip Wealth Planner Sdn Bhd
License number
eCMSRL/B8845/2019
Range of fee
from RM500 up to RM1,500
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.
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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