Selangor - Petaling Jaya
I-MAX FINANCIAL SDN BHD
Range of fee
from RM4,501 up to RM6,000
I help finance professionals in the age group of 30-40's to live their best life through financial planning.
I am a Licensed Financial Planner under Capital Markets Services Representative License (CMSRL) and Financial Adviser Representative (FAR) with I-MAX Financial Sdn Bhd since 2015.
Previously, I worked for a Big 4 audit firm and multinational corporations in accounting for more than 8 years.
I am also a CFP and certified member of Financial Planning Association of Malaysia (FPAM), Member of Malaysian Institute of Certified Public Accountants (MICPA) and Member of Malaysian Institute of Accountants (MIA).
I write regularly articles for Smart Investor Magazine and speak on financial planning for university graduates and the public.
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),
Child Tertiary Education Planning (securing your children's education),
Retirement Planning (pre and post retirement planning, management of retirement fund),
General Accumulation / Emergency Money (management of savings for other use)
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