Location
Selangor, Hulu Langat
Firm
Finwealth Management Sdn Bhd
License number
eCMSRL/B6309/2016
Range of fee
from RM3,000 up to RM10,000
A licensed financial planner with 6 years of experience in banking and 4 years of experience in comprehensive financial planning. I'm passionate about learning, writing, connecting with people and a strong believer in "Financial planning is for Everyone". I uphold the principle of "Begin with the End in Mind", strongly believe this is crucial for a person’s success especially in their personal finance. Therefore, I encourage people to explore estate planning as a starting point instead of an endpoint in their financial planning journey.
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), Child Tertiary Education Planning (securing your children's education), Retirement Planning (pre and post-retirement planning, management of retirement fund), Estate Planning (timely wealth d
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