Dr Ho Pei Yee, CFP

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Petaling, Selangor


Phillip Wealth Planners Sdn Bhd

License number


Range of fee

from RM500 up to RM1,500

About Dr Ho Pei Yee, CFP

I have helped more than 100 families to preserve their wealth and protect their loved ones. With a background in Chemical Engineering, I was a senior lecturer in University Malaya back in year 2013, educating the younger generation to become the future engineers in Malaysia. Inspired by the wish to assist more Malaysian in managing their financial situations, I started to venture into the area of financial planning in the same year, and became a full time financial planner in year 2015.

I provide financial planning services which cover the areas of investment portfolio construction, insurance planning, and wealth distribution.

Area of Expertise

Comprehensive Plan (covers all aspects of planning your personal finances and life goals)

Health Care Planning (medical, surgical, dental, critical illness, disability, etc 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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