Sarawak - Kuching
Genexus Advisory Sdn Bhd
Range of fee
from RM500 up to RM6,000
Have been in the finance industry since 2008 started 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 the career path, I found out that clients have different financial needs, but at that time I was only able to provide insurance and UT, which I began looking for and in search of RFP & CFP.
Started practicing Financial planning when I learned about RFP and attended training given by Manulife in 2014. In 2016-2020 I started my journey with Phillip Mutual as UTC, promoted to Financial Consultant and Phillip Wealth Planners as a practicing Associate Wealth Planner.
In Feb 2020 I decided to join Genexus Advisory to be a practicing FAR and CMSRL. I'm currently managing and in charge of the East Malaysia Genexus Advisory FA Team and client's services.
My mission is to grow and influence the East Malaysia FA industry, to educate the public awareness in financial planning 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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