Location
Johor - Johor Bahru
Firm
Firmus Financial Sdn Bhd
License number
eCMSRL/B9986/2020
Range of fee
from RM1,501 up to RM4,500
As a Licensed Financial Planner, I strive to provide exceptional services to my clients by utilizing my expertise in managing finances. With a formal approach, I am committed to building long lasting relationships founded on trust. I believe in creating comprehensive financial plans tailored to each client's unique goals and circumstances, ensuring that their aspirations are achievable. Throughout my career, i have developed strategies to optimize investment, risk planning, reduce debt, education planning, retirement planning, estate planning and tax planning. By applying my knowledge and communication skills, I help clients make informed decisions to navigate the complex world of finance. Ultimately, my objective is to empower individuals and organizations to take control of their financial future and pave the way for financial stability.
Comprehensive Plan (covers all aspects of planning your personal finances and life goals), 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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