Location
Selangor - Petaling Jaya
Firm
UOB Kay Hian Wealth Advisors Sdn Bhd
License number
eCMSRL/C0557/2021
Range of fee
from RM500 up to RM6,000
I am a Licensed Financial Planner (CFP CERT TM, RFP), specializes in helping families, especially those in 30-the 40s with children to achieve lifetime financial success and security much earlier, ideally by 5-10 years earlier, by reducing their liability, enhance their asset, and most importantly to identify and unlock their dead asset. My services including cash flow and debt management, insurance planning, investment planning, retirement planning, education planning, and Will & Trust services.
I specialize in helping corporates to plan their risk management, employee benefits and retention program, and business succession planning.
I help entrepreneurs to plan their wealth management, estate planning, including but not limited to a family trust, offshore foundation, charitable foundation, and holistic financial planning.
Comprehensive Plan (covers all aspects of planning your personal finances and life goals),
Succession Planning (planning for business continuation),
Health Care Planning (medical, surgical, dental, critical illness, disability, etc for individual/family),
Financial Security (ensuring a 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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