Wilayah Persekutuan Kuala Lumpur - Wangsa Maju
VKA WEALTH PLANNERS SDN BHD
Range of fee
from RM500 up to RM3,000
I'm a Licensed Financial Planner who holds a Bachelor of Financing & Accounting (Hons) from the University of Abertay Dundee and currently a certified ACCA member.
Prior to this, I worked in an SME as a Finance Manager, assisting in the preparation of accounts, tax planning, management of budget and cash flow as well as staff management. Through my experiences, I developed a strong understanding of accounting, tax, management, budgeting, and customer relationship building.
I take great pride in helping my clients achieve their goals through financial planning. As such I look forward to working with you on a long-term basis.
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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