Location
Selangor - Klang
Firm
VKA Wealth Planners Sdn. Bhd.
License number
eCMSRL/C0261/2020
Range of fee
from RM1,501 up to RM3,000
Hello, my name is Canace Tan. I am a practicing financial planner based in Klang Valley. I am passionate about helping individuals and families refine their path to achieving their financial goals.
I have a Bachelor of Finance (Hons) and obtained my Registered Financial Planner (RFP) designation right after graduation.
As a financial planner, I am passionate about providing comprehensive financial planning and personalised financial solutions. I believe that truly comprehensive financial advice can give individuals and families the clarity and confidence they need to make well-informed decisions. I firmly believe that while financial planning does not guarantee to make one rich, it does guarantee one will not be poor.
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),
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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