Billy Teoh, RFP, B. Commerce (Monash)

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Location

Selangor, Petaling Jaya

Firm

IPPFA Sdn Bhd

License number

eCMSRL/B8399/2018

Range of fee

from RM1,500 up to RM6,000

About Billy Teoh, RFP, B. Commerce (Monash)

I am a Partner in IPPFA Malaysia. Having graduated from Monash University Australia, I joined IPPFA as a fresh graduate back in 2009. Over my decade of experience in this industry, I have met many people who had gone through bad experiences with financial salespeople as well as suffer financial losses due to poor financial advice. This is why as a licensed financial planner, I am passionate to eradicate these and instead educate my clients on the importance of proper planning through a “4W model” - Wealth Protection, Wealth Accumulation, Wealth Management, and Wealth Distribution.

So what do I do? In summary, I help my clients to create, protect, grow, and distribute their wealth. My clients range from working professionals, self-employed, business owners as well as high net worth individuals. Over the years, I have conducted financial literacy talks in several accounting, tax, interior design, construction, and architectural firms.

Area of Expertise

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 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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