Location
Petaling, Selangor
Firm
Whitman Independent Advisors Sdn Bhd
License number
eCMSRL/B6804/2016
Range of fee
from RM500 up to RM10,000
Dedicated to deliver Holistic Wealth Management using the proprietary system, Money Optimisation System(TM) developed by Whitman
* Excluded from Smartfinance FP discount programme
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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