Sarawak - Kuching
Genexus Advisory Sdn Bhd
Range of fee
from RM500 up to RM6,000
I have been in the finance industry since 2008 starting with Manulife Insurance Bhd as an Insurance Agent.
Promoted to Unit Manager in 2014. Obtained CUTE and PRS in 2012 and joined Manulife Asset Management. Throughout my career path, I found out that clients have different financial needs, but at that time I was only able to provide Insurance and Unit Trust until I discovered professional certifications RFP & CFP. I started practicing Basic Financial Planning when I learned about RFP while attending RFP Courses given by Manulife in 2014.
In 2016-2020 I started my journey with Phillip Mutual Bhd and Phillip Wealth Planners Sdn Bhd as a Unit Trust Consultant, promoted to Financial Consultant and Associate Wealth Planner. I have taken and completed CFP and developed much knowledge in portfolio investment planning, retirement planning, cash flow management, and estate planning throughout the years.
In Feb 2020 I decided to join Genexus Advisory as a practicing Licensed Financial Planner, FAR, and CMSRL. I'm currently managing East Malaysia Genexus Advisory FA Team and client services and grooming more trusted and capable Financial Planners in the community.
My mission is to develop the East Malaysia Financial Advisory industry (FA Firms). Most importantly to enhance public awareness of financial planning and financial literacy. Strongly dedicated to achieving their life goals.
Comprehensive Plan (covers all aspects of planning your personal finances and life goals),
Succession Planning (planning for business continuation),
Family Office (holistic family management),
Health Care Planning (medical, surgical, dental, critical illness, disability, etc for individual/family),
Financial Security (ensuring a 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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