Jocelyn Si Pick Wei, RFP

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Selangor - Klang


VKA Wealth Planners Sdn Bhd

License number


Range of fee

from RM1,501 up to RM3,000

About Jocelyn Si Pick Wei, RFP

As a financial planner, I'm registered by Bank Negara Malaysia. I holds the professional license of FAR (Financial Adviser Representatives), CMSRL (Capital Markets Services Representative License) and LFP (Licensed financial Planner). I can serve my clients in Personal Financial Planning, Wealth Management & Family Office Advisory, and Private Retirement Scheme Advisory(PRS).

I am passionate in looking for business owner and Management-Executive or C level who wants to study their personal financial habit and financial health status in deep understanding.

If you have any friend who tells you “I have high income with 5 figure, but HIGH COMMITMENT too”; or “I’m looking for market investment tools to diversify my funds to create my WEALTH”; “keep my money for a rainy days” - let them know I can help solve their high commitment issues, and can advise them on the right financial tools to build their wealth with hassle free.

Area of Expertise

Comprehensive Plan (covers all aspects of planning your personal finances and life goals), 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), General Accumulation / Emergency Money (management of savings for other use)

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