Location
Selangor - Petaling Jaya
Firm
Coreplus Advisory Sdn Bhd
License number
eCMSRL/B6458/2016
Range of fee
from RM1,500 up to RM8,000
I am a Financial Planner licensed by The Securities Commission of Malaysia since 2016. I have been in the financial planning industry since 2005.
I offer client-centric advice and diverse solutions in the areas of investment management, estate planning, as well as bereavement services.
My mission is to help my clients make smart investment and financial decisions through professional relationships based on uncompromising integrity, trust and personalized services. I accomplish this mission by offering holistic, comprehensive advisory services to help clients prioritize and attain their life goals.
Comprehensive Plan (covers all aspects of planning your personal finances and life goals),
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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