Pahang - Kuantan
UOB Kay Hian Wealth Advisors Sdn Bhd
Range of fee
from RM500 up to RM6,000
I was a Professional Engineer registered with the Board of Engineers Malaysia, with more than 20 years experience in Sales Management, Project Management & Service Management in the building services industry before venturing into the Financial Planning profession in 2007. I hold a Masters in Business Administration from Strathclyde University, UK.
I am also a Corporate Unit Trust Adviser (CUTA) Representative, which allows me to deal with multiple unit trusts and a Financial Adviser Representative who provides advice on personal risk management. As a firm believer in proper financial planning, I am passionate about educating the general public in planning their finances. I provide impartial advice to people in analysing and organising their personal financial affairs in order to achieve their financial and lifestyle goals. My advice covers three key areas of financial planning, Wealth Accumulation, Wealth Protection and Wealth Distribution.
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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