Felix Neoh Hock Leong, MBA (University of Strathclyde), CFP

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Location

Puchong, Selangor

Firm

Finwealth Management Sdn Bhd

License number

eCMSRL/B6161/2015

Range of fee

from RM3,000 up to RM10,000

About Felix Neoh Hock Leong, MBA (University of Strathclyde), CFP

Felix is the Director of Financial Planning at Finwealth Management Sdn Bhd. He is licensed as a Financial Planner by the Securities Commission of Malaysia and a Financial Adviser Representative approved by Bank Negara Malaysia. Felix spent over 20 years in the financial services industry and has extensive experience in the areas of personal banking and asset management. He was formerly head of wealth management in a leading Malaysian bank where he was responsible for managing the distribution of investment products. Felix also championed the development of financial planning advisory in the bank. He also regularly contributes articles to various financial publications and has been featured in The Edge, BFM Radio, Ringgit Sense TV3, and The Sun.

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)

Financial Security (ensuring stable stream of income for individual / family)

Credit Protection (debt and contingency planning)

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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