Jennifer, Geok Saw Khim, CFP, IFP

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Location

Klang, Selangor

Firm

FA Advisory Sdn Bhd

License number

CMSRL/A9783/2009

Range of fee

from RM500 up to RM10,000

About Jennifer, Geok Saw Khim, CFP, IFP

“Life is so fragile… Preserve your wealth first, focus on accumulating it next, so that you can distribute to your loved ones later.”

I have been in the financial services industry for more than ten years. I have extensive experience in Personal, Family and Business Wealth Planning. I am also a Financial Advisor Representative approved by Bank Negara Malaysia.

I began my accounting profession in 1989 with various companies dealing with shipping, manufacturing and aviation related businesses. My last position was a Corporate Accountant at Hamilton Sundstrand CSC (M) Sdn Bhd, an American aerospace joint venture company with MAS.

My varied experience and expertise in estate planning, financial planning, taxation, accounting, human resources and corporate finance are valuable sources of knowledge in my advisory work with professionals, high net worth individuals and business owners. My motto is to help client take care of their personal finances by providing proper financial planning services according to clients’ needs to help improve their lives.

Area of Expertise

Comprehensive Plan (covers all aspects of planning your personal finances and life goals)

Succession Planning (planning for business continuation)

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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