Location
Petaling, Selangor
Firm
Harveston Financial Advisory Sdn Bhd
License number
CMSRL/B3464/2013
Range of fee
from RM500 up to RM1,500
My favourite quote from Zig Ziglar is “You will get all you want in life, if you help enough other people get what they want”.
Serving the financial industry for more than 10 years, my experience has enabled me to assist my clients in making the right decision with a holistic approach when it comes to their wealth protection, wealth accumulation & estate planning.
My clients have fully entrusted me to manage their wealth. This continues to push me to keeping abreast with the trends and market outlook so I can better advise them on their personal & family wealth planning.
I continue to create awareness on the importance of investing to build a solid retirement plan through TV interviews, newspaper & magazine articles, seminars, corporate presentations and even one-to-one meet-ups.
* Excluded from Smartfinance FP discount programme
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 stable stream of income for individual / family)
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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