Chong Yvonne, CFP

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Johor Bahru, Johor



License number


Range of fee

from RM500 up to RM3,000

About Chong Yvonne, CFP

I strongly believe that Everyone needs financial planning in life, it is a matter of how well you do it on your own. I am specialized in understanding Personal and Corporate financial needs and conducting holistic financial planning to offer the right solution(s) for you. You will find me knowledgeable, reliable, and friendly to work with. Feel free to connect me to ease your money stress.

I specialize in holistic wealth management using a proprietary system to grow my client's wealth with high certainty and minimum risk

Area of Expertise

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),

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)


English Mandarin

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