Location
Petaling Jaya, Selangor
Firm
Coreplus Advisory Sdn Bhd
License number
eCMSRL/B7414/2017
Range of fee
from RM1,500 up to RM3,000
My expertise is in wealth creations, accumulation, preservation & income-plan distribution by assisting Individuals, Entrepreneurs and SMEs to achieve financial independence with life-cycle planning.
I have been involved in Insurance since 2011, having assisted in comprehensive solutions in Business-Continuation Succession-Planning.
Besides working as an Auditor in Ernst & Young, Big 4 Accounting-firms; as an Accountant with Intel-Technology & as a Financial Controller with AIRBUS Helicopters, my past achievements include helping in Pre-IPO listing, new factory set up, business modelling & regional office transformation and restructuring across the countries in the SE-Asia region.
With my extensive and strong experiences in accounting & financial planning, I will certainly be able to help you achieve your financial goals successfully.
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)
General Accumulation / Emergency Money (management of savings for other use)
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