CIMB Principal Asset Management Berhad
Range of fee
from RM500 up to RM1,500
I help clients reach their financial aims. As the author of In/Outcome- Manage your Income, Achieve Great Financial Outcome, I believe that managing our hard earned income is crucial to determining a financial outcome that is fabulous so that we can live our "refirement" years with no worries and still be able to pursue many wonderful activities and dreams.
I believe that taking a financial selfie makes a lot of sense so that you can use the 'selfies' which is the cash flow statement and net worth statement to determine where you are in the journey. With these 2 powerful selfies, we are able to chart our course and navigate this journey with the good tools and the right guidance.
A planner which is patient to go through the nitty gritty and also has empathy to understand the profile of the client will make the journey much smoother.
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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