Carol Fu, CFP

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Wilayah Persekutuan Kuala Lumpur - Cheras


FA Advisory Sdn Bhd

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Range of fee

from RM500 up to RM4,500

About Carol Fu, CFP

Carol is passionate about helping busy working parents in Malaysia plan ahead and stay financially fit so they can achieve each goal, financially security and secure their children’s futures. With a personalised financial plan, it’s like having a blueprint or GPS to guide you in managing your (family) money so that you (your family) can achieve your many goals and spot potential obstacles ahead of time.

She graduated from the University of London with a Bachelor of Laws (LL.B) and has 5 years of experience working in law firms dealing with wills and estate applications. Attracted by the fulfillment of a meaningful career, she joined the financial industry in 2012 to make a difference in people’s lives.

"Tell me your Goal, let’s achieve it together!“

Area of Expertise

Comprehensive Plan (covers all aspects of planning your personal finances and life goals),
Succession Planning (planning for business continuation),
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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