Genie Lee, CFP

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Pulau Pinang - North Seberang Perai


VKA Wealth Planners Sdn. Bhd.

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Range of fee

from RM500 up to RM1,500

About Genie Lee, CFP

I’m a bachelor degree holder in Finance & Investment. I have joined as a CFP® practitioner since July 2019. I was a full time insurance agent 7 years ago since I graduated. After 3 years of practical experience in educating people on life insurance, I realized that Insurance is important, but financial planning is much more important.

Many people said, buying insurance can guarantee you peace of mind. But I think, a person who plans well in their cash flow and assets can only guarantee peace of mind for a person, and save the life and esteem of the whole family.

Along these years, I learned about investment to increase future cash flows. I learned to set up trust and nominations to prevent our hard earned money from falling under the unclaimed money department of the government (WTD-Wang Tak Dituntut) after passed away. I learned to advise and share my thoughts with customers to slowly improve their financial health.

The most important thing is, to be honest on our financial status, then plan what we want to achieve. Planning was the key to Improve. Share with me, we may discuss some interesting and effective ways to achieve your short or long term goal happily.

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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