Hanafiah Mohd Nasir, CFP

Profile image

Location

Sabah, Kota Kinabalu

Firm

PHILLIP WEALTH PLANNERS SDN BHD

License number

eCMSRL/B9870/2020

Range of fee

from RM500 up to RM6,000

About Hanafiah Mohd Nasir, CFP

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.

Area of Expertise

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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