Location
Selangor, Petaling Jaya
Firm
UOB Kay Hian Wealth Advisors Sdn Bhd
License number
eCMSRL/A9551/2008
Range of fee
from RM1,500 up to RM10,000
Financial Planning or Financial Coaching? What’s your need? If you have financial issues to resolve or financial goals that are challenging to achieve, then good to have a conversation with a financial coach to seek options and solutions and if necessary, a financial planner to help develop your financial plan and help implement it.
I am a Certified Financial Coach™(CFC®) and a licensed Financial Planner (CFP) with a CMSRL for the past 10+ years. An MBA, engineering, and accounting graduate and many years of local and overseas experience have given me invaluable insights into challenges faced by companies and individuals and how to overcome them.
My passion now is to help promote financial literacy and help whosoever desiring happiness and well-being in being financially free.
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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