Location
Pulau Pinang - North Seberang Perai
Firm
Axen Alpha Advisory Sdn Bhd
License number
eCMSRL/C0875/2021
Range of fee
from RM1,501 up to RM3,000
High-performing financial advisor with 8 years of experience. Highly skilled in the client education fund, retirement planning, estate planning, wealth accumulation financial planning, and analysis. Establish a position in Financial Services at Penang, Kedah, and Ipoh. In my business career, I raised client satisfaction scores from 75% to 89% through automation to free up more time to spend with clients. Maintained client returns 6% higher than the team average.
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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