Location
Selangor - Petaling Jaya
Firm
FA ADVISORY SDN BHD
License number
eCMSRL/B6600/2016
Range of fee
from RM500 up to RM1,500
With more than 10 years’ experience in the financial planning industry, I love connecting with people and helping families to achieve financial goals by providing Five Pillars of Wealth Solutions.
Wealth Maintenance
- Cash Flow & Asset Net Worth Analysis allow you to visualize the financial roadmap
Wealth Accumulation and Wealth Enhancement
- Provides strategies to achieve education and retirement planning
Wealth Protection
- Risk Management & Mitigation for Family Income Protection
Wealth Distribution
- Comprehensive Estate Planning with Will & Trust solution
As someone who cares about your planning, I offer INDEPENDENT & UNBIASED solutions that are not influenced by selected insurance companies or fund houses to my clients to achieve financial peace of mind.
Integrity, Professionalism & Competence is my core value.
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)
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