Petaling Jaya, Selangor
UOB Kay Hian Wealth Advisors Sdn Bhd
Range of fee
from RM2,000 up to RM5,000
I believe the conventional financial planning practice of solely applying financial solutions doesn’t help clients much to achieve their financial goals; managing expectations by giving clients psychological security offers more meaningful strategies and be able to attain Financial Serenity, the path that leads you to have life fulfillment with greater financial security and wise decisions in your financial life.
I embarked on financial planning practice in 1998 and became Practice Director of UOB Kay Hian Wealth Advisors Sdn Bhd, in 2010. I became the first and only Malaysian to win 1st (2014) and 2nd (2013) place in the PlanPlus Global Financial Planning Awards for the Asian Region.
I share my technical knowledge in various publications such as The Edge, Smart Investor, MalaysiaSME, and FPAM 4E Journal and I have a special column for behavioral finance ideas in Bursa Market Place. You are invited to visit my personal website www.gavinteoh.com for further details.
Holistic Financial Planning, Risk-Adjusted Driven, Investment Planning, Financial Risk Transfer Planning, Multi-Generational Legacy Planning, SMI Financial Risk Advisory
LanguagesEnglish Mandarin Bahasa Malaysia Hokkien
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