Location
Petaling Jaya, Selangor
Firm
FA Advisory Sdn Bhd
License number
eCMSRL/B7525/2017
Range of fee
from RM500 up to RM8,500
I was previously a chemical engineer in-charge of wastewater and water treatment plant process control and lead instrument engineer, for over 6 years.
Following my deceased father footsteps I entered into the financial industry, initially as an insurance agent, 2 years later into unit trust advisory, and then into estate planning.
I have immense interest towards holistic financial planning, in this manner I adapted this transformation in July 2017, using my past 12yrs experience in the financial industry, guiding my clients achieve financial goals through unbiased advisory and regular monitoring.
I believe in a balanced life thru work and play, we should enjoy life .
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)
Financial Security (ensuring stable stream of income 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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