Wilayah Persekutuan Kuala Lumpur - Bukit Bintang
UOB Kay Hian Wealth Advisors Sdn Bhd
eCMSRL/C1245/2021, UTC: 720-0-20097, PRC: P-720-0-20088
Range of fee
from RM500 up to RM3,000
My ambition in this career is to be the top recognized financial planner nationwide by committing to educate the public on the correct financial management mindset, knowledge, and method as well as advising the clients personally in managing their personal finances.
To fulfil my commitment, I am doing my part in conducting financial management workshop with an affordable price on a monthly basis for those who want to learn on how to manage their personal finances but are not able to afford to pay the fees of a financial planner. I also make YouTube videos and write posts on my personal page regularly to impart financial literacy to the public.
Besides the qualification and licenses, I have five years of related experience in a bank and was ranked No. 1 in the Personal Financial Advisor category in the bank. In my career as a Personal Financial Advisor, my clients age are from 25 to 70 years old. They are gainfully employed to self employed, business owner and even retirees.
I welcome you to embark on your financial management journey with me. Although financial management is a long journey, be rest assured that I will walk with you on this journey.
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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