Jennifer, Chua Nei Nei, RFP

Profile image

Location

Petaling, Selangor

Firm

Standard Financial Adviser Sdn Bhd

License number

eCMSRL/B6373/2016

Range of fee

from RM3,000 up to RM4,500

About Jennifer, Chua Nei Nei, RFP

I believe in the holistic financial planning that minister into the soul of my clients than just focusing on their numbers alone. When the heart is made right, the numbers will follow suit. I focus on my clients’ growth and education than just tweaking their numbers

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)

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)


Share this planner