Location
North-East Penang Island, Pulau Pinang
Firm
Phillip Wealth Planner Sdn Bhd
License number
CMSRL/B3694/2013
Range of fee
from RM500 up to RM6,000
Always providing trustworthy, independent and professional financial advice to individuals, and tailoring solutions to improve their lives and achieving their financial goals.
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)
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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