Bryan, Lim Fang Loong, RFP

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Petaling, Selangor


Whitman Independent Advisors Sdn Bhd

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Range of fee

from RM500 up to RM10,000

About Bryan, Lim Fang Loong, RFP

Dedicated to deliver Holistic Wealth Management using the proprietary system, Money Optimisation System(TM) developed by Whitman

* Excluded from Smartfinance FP discount programme

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 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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