GRACE LOO, CFP, RFP, SHARIAH RFP

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Location

Selangor - Petaling Jaya

Firm

PHILLIP WEALTH PLANNER SDN BHD

License number

eCMSRL/C3605/2024

Range of fee

from RM1,500 up to RM3,000

About GRACE LOO, CFP, RFP, SHARIAH RFP

Grace Loo is a dedicated financial planner with a passion for helping individuals and families achieve financial independence. With 9 years of experience in wealth management, Grace specializes in personalized financial strategies, including retirement planning, investment management, and tax-efficient savings solutions. Her approach is client-centered, focusing on understanding unique goals and tailoring advice to meet both short-term and long-term objectives. Grace prides herself on being a trusted advisor who builds strong relationships, ensuring her clients feel confident in their financial future. By staying current with market trends and regulations, she provides insightful guidance to navigate complex financial landscapes. Grace is committed to empowering her clients to make informed decisions and secure lasting financial well-being.

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), 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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