Location
Negeri Sembilan - Seremban
Firm
UOB Kay Hian Wealth Advisors Sdn Bhd
License number
eCMSRL/B9693/2020
Range of fee
from RM500 up to RM6,000
"Money isn't everything but everything needs money” Money not only comes from earning, it can come from different sources, depend on how we plan and utilize it. Thus, financial planners are here to assist and advice you.
I graduated with a Bachelor of Financial Planning (Hons), currently a CFP CERT TM. Before graduating, I was an insurance agent for few years. After graduation, I joined this industry directly as I realise the importance of financial planning for everyone.
In the last few years, I’ve helped different clients in customizing the most suitable financial plans. I truly believe that different people have different needs and wants in different timeline, that make your own financial plan unique. Every choice that you make will bring you a different future.
Thus, I hope that everyone is able to get the most suitable and best advice for a better future.
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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