Gavin Teoh, CFP, IFP

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Location

Petaling Jaya, Selangor

Firm

Standard Financial Adviser Sdn Bhd

License number

CMSRL/A3564/2007

Range of fee

from RM3,000 up to RM4,500

About Gavin Teoh, CFP, IFP

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 them psychological security offers more meaningful strategies.

I embarked on financial planning practice since 1998 and became Practice Director of Standard Financial Adviser Sdn Bhd, since 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 behavioural finance ideas in Bursa Market Place.

Area of Expertise

Comprehensive Plan (covers all aspects of planning your personal finances and life goals)

Succession Planning (planning for business continuation), Family Office (holistic family management)

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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