Fong Woon Bing, CFP

Profile image

Location

Petaling, Selangor

Firm

VKA Wealth Planners Sdn Bhd

License number

eCMSRL/B7664/2017

Range of fee

from RM1,500 up to RM3,000

About Fong Woon Bing, CFP

I have combined 8 years working experience in the Supply Chain & Banking industry. Over the course of my working experience, I have garnered skills in connecting the dots and offering effective solutions in challenging situations while being exposed to various financial knowledge. I bring valuable insight into the dilemma of being a full-time employee and I am passionate to extend my experience to provide guidance to people to make smarter financial choices. I currently hold a Masters in Supply Chain Management from University of Bolton and am a Certified Member of Financial Planning Association of Malaysia (FPAM)

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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