Location
Sabah - Kota Kinabalu
Firm
FA ADVISORY SDN BHD
License number
eCMSRL/C2265/2022
Range of fee
from RM500 up to RM7,500
Throughout my 13-year journey in banking and finance services, I had witnessed many different outcomes and lifestyles of families through different formulas of financial planning.
I had helped clients save hundred-thousand and millions for both emergency use and retirement planning. However, the feelings and achievements are much greater each time I experienced the real-life stories of “prepare an umbrella before it rains” for myself and clients - the risk mitigation through insurance and medical planning.
These people that I helped in their insurance bills and claims are both wealthy and “less wealthy” people, if you want me to categorize. Here comes the question: why wealthy people still invest in insurance or financial planning? Aren’t they being smart in finance?
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),
Estate Planning (timely wealth distribution)
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