Location
English, Bahasa Malaysia
Firm
Bill Morrisons Wealth Management Sdn. Bhd.
License number
CMSRLB7679/2017
Range of fee
from RM500 up to RM10,000
As one of the founders of Bill Morrisons Wealth Management, it is my goal to educate the public on Financial Literacy among Malaysian. It doesn’t matter in which life cycle you are at, as long as you require assistance in Financial Planning, we are more than happy to kick start your journey with you.
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)
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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