CC Advisory Sdn Bhd
Range of fee
from RM3,001 up to RM10,000
I started my career in the financial services industry since 2004 and joint the Independent Financial Advisor (IFA) firm since 2011. In recent years I has developed Holistic Financial Planning Practice for personal finance and created 2 analysis models for financial data analysis based on holistic approach.
I have spoken at various platforms on the subject of Financial Planning and have conducted workshops and seminars for public, companies and associations.
I work with young families and SMEs in the area of corporate & personal risk management, debt management in particular mortgage reduction, personal tax planning, portfolio investment planning and estate planning such as will & trust for young families and business succession planning for SME.
I am a firm believer in Start-Right, Stay Right & will End-Right. Therefore, Holistic Financial Planning Approach is the best strategy and remedy for corporate and individual’s financial forward planning.
I have helped many individuals & families to achieve Peace of Mind via the methodology of Holistic Approach.
I dedicated my practice to Malaysian with the ultimate objective of ensuring their family members are well protected and that the family wealth is preserved, accumulated and passed on from generation to generation.
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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