Location
Selangor - Petaling Jaya
Firm
UOB Kayhian Wealth
License number
eCMSRL/B1844/2011
Range of fee
from RM1,500 up to RM4,500
I am holding the Capital Market and Services Representative License issued by the Securities Commission and Approved Financial Adviser Representative of Bank Negara Malaysia since 2011. I graduated MBA (Finance) from the University of Toledo, Ohio, USA. In addition, I have been in the corporate and investment field for over 15 years before joined as an independent financial advisor. With my vast experience, I able to provide comprehensive advice to my individual and corporate clients.
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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