Ikhwan Hafiz, CFP

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Johor - Johor Bahru


Kenanga Investors Berhad

License number


Range of fee

from RM4,501 up to RM6,000

About Ikhwan Hafiz, CFP

I am a Licensed Financial Planner with Expanded Scope. My forte is to advise individuals and corporations to plan for their life cycle phases. For instance - protecting assets, saving during rainy days, growing assets and distributing their net-worth. At the same time, debt management is also my area of expertise.

Beside advising, I'm also a competent personnel in the equities, debentures and warrants listed on Bursa Securities. Hence, if you are looking for higher return but with higher risk, you may explore FTSE Bursa Malaysia Emas Shariah Index.

If you are keen to have proper financial planning for your future, you may contact me here. All in all, everything is under one roof for Financial Planning. See you soon!

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 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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