JEANNIE TONG

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Location

Selangor - Petaling Jaya

Firm

FA ADVISORY SDN BHD

License number

eCMSRL/B9859/2020

Range of fee

from RM3,001 up to RM4,500

About JEANNIE TONG

My expertise is to help Business Owners, Professionals, and Expat to safeguard their money 💰 for their families by designing a custom-made Will, Family Trust, Standby Trust, and a Financial Plan for them.

I have helped more than 100 families to set up their Estate Planning to secure and protect their assets for their families.

To preserve and enhance their wealth in Malaysia and overseas with APED Program to meet their goal.

Managing their Debt Management and creating a legacy for their families.

Business Re-engineering for companies who wish to increase their revenue and company productivity.

Strength Finder Coach - helped individuals and teams to leverage the strength of each staff. To increase productivity by 7.8% and cultivate a healthy working environment.

Client Testimonial: Trusted, knowledgeable, patient, and responsible person. 👩

Area of Expertise

Succession Planning (planning for business continuation), Health Care Planning (medical, surgical, dental, critical illness, disability, etc 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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