Alex Wong Choon Wah, CFP

Profile image

Location

Seremban - Negeri Sembilan

Firm

Blueprint Planning Sdn Bhd

License number

eCMSRL/B9443/2019

Range of fee

from RM500 up to RM4,500

About Alex Wong Choon Wah, CFP

I specialize in achieving and planning for financial independence as early as possible in life.
This means finding out what gives you the most happiness, then creating a way to do it without worrying about money.

The goal of financial planning is not to make you rich, but to give you the richest life possible, so you can spend your time doing the things you like with the people you love.

There are many qualified professionals on this list, but choose someone to act as your fiduciary in your best interests.

More importantly, look for a friend that will look after you.

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 a stable stream of income for individual/family),

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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