CONIE LYE

Profile image

Location

Selangor - Petaling Jaya

Firm

FA ADVISORY SDN BHD

License number

eCMSRL/B6600/2016

Range of fee

from RM500 up to RM1,500

About CONIE LYE

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.

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), 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)


Share this planner