Location
Selangor - Petaling Jaya
Firm
Harveston Wealth Management Sdn Bhd
License number
eCMSRL/B8709/2019
Range of fee
from RM3,001 up to RM7,500
Professional women, entrepreneurs and homemakers are the kind of clients who continuously work with me either via 1-1 financial planning, start-up financial planning or private financial literacy workshops that I tend to host from time to time. It’s not about what you do, it’s about what you can do when you’re intentional about your growth and personal finances. I share financial literacy content daily on my Instagram @aisyarahman.advisory, do check my page and see if we vibe the same way. More information about me can be found on aisyarahman.com.
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)
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