Selangor - Petaling Jaya
YES Financial Sdn Bhd
Range of fee
from RM500 up to RM4,500
Running a charity drive for my best friend at 19 years old - his leukemia treatment was purely funded through public donation. It was unforgettable witnessing the hardship of fund raising and the financial stress faced by his family.
When I was about to further study at Australia, my dad’s business was hit by the global financial crisis 2008. I broke down when mom said they may not be able to foot for my tuition fee in the coming semesters.
These experiences motivate me to learn about financial planning and help others. It is my passion to work with parents who truly care enough in providing financial security to their loved ones. 10 years experience as of 2023.
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 distribution)
Share this planner