Location
Sabah, Kota Kinabalu
Firm
PHILLIP WEALTH PLANNERS SDN BHD
License number
eCMSRL/B9870/2020
Range of fee
from RM500 up to RM6,000
We do not learn personal finance in school. It is not part of the syllabus. Many individuals lack the knowledge of proper financial planning. That's why I aspire to guide my client through proper wealth planning so that they keep their financial affair in check all the time. My focus area would be in wealth accumulation, family estate planning, and company succession planning. I believe our hard earn wealth should be protected, enjoyed, and pass on to the next generation, properly.
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 a 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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