Cherrie Lim

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Location

Wilayah Persekutuan Kuala Lumpur - Kepong

Firm

FA ADVISORY SDN BHD

License number

eCMSRL/C0414/2021

Range of fee

from RM1,501 up to RM3,000

About Cherrie Lim

Previously, I was in the insurance industry for 7 years. I realised that a holistic financial plan is not only about insurance, there are still many areas that clients might need guidance from us e.g. retirement planning, education planning, estate planning etc.

Nowadays, a yearly routine health check has become essential for everyone, likewise a financial health check is equally important to avoid complications in someone’s finances. I strongly believe that I can provide professional advice and effective solution to help my clients to achieve their financial goals and make sure they have enough money for their desired retirement, for their child education, and not have to worry about their estate distribution.

Area of Expertise

Comprehensive Plan (covers all aspects of planning your personal finances and life goals),
Health Care Planning (medical, surgical, dental, critical illness, disability, etc for individual / family),
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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