Location
Johor - Kluang
Firm
Phillip Wealth Planners Sdn. Bhd
License number
eCMSRL/C1814/2022
Range of fee
from RM500 up to RM1,500
A Licensed Financial Planner with a passion for providing personalised solutions and helping clients to make smart financial decisions.
I understand that everyone's financial journey is unique, and I'm here to craft a personalized plan that aligns with your specific needs and aspirations. Whether it's optimizing your cash flow, managing debt, securing the right Takaful coverage, planning for a secure retirement, funding education, making strategic investments, or optimizing your tax strategies, I am dedicated in ensuring your financial well-being.
I see my clients as partners in achieving financial success. With me by your side, you can expect tailored guidance, ongoing support, and a clear path to reaching your financial goals. Let's work together.
Comprehensive Plan,Health Care Planning,Financial Security , Credit Protection , Child Tertiary Education Planning, General Accumulation / Emergency Money
Share this planner