Casey Yong

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Location

Johor - Johor Bahru

Firm

Phillip Wealth Planners Sdn. Bhd.

License number

eCMSRL/C1289/2021; C002742

Range of fee

from RM500 up to RM1,500

About Casey Yong

I have 15 years of experience in insurance planning. Helping more then 500 families and individuals to plan for their life insurance. Through the journey, I found that holistic financial planning play an important role.

As a professional planner, I will work together with my clients on these 4 major areas:
1. Wealth Creation
2. Wealth Expansion
3. Wealth preservation & Protection
4. Wealth Inheritance

Each area needs to be planned & monitored from time to time, to ensure all the planning meet clients needs. I have a teammate who Specializes in Law, properties, investment, and Tax & Account. We work together to provide Holistic Financial Plans to our clients. Our team also provide public education services, every month we give financial planning talks to the public via Zoom. This will help public to increase their awareness of financial planning.

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),
Child Tertiary Education Planning (securing your children's education),
Estate Planning (timely wealth distribution)


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