Location
Kota Kinabalu, Sabah
Firm
Phillip Wealth Planners Sdn Bhd
License number
eCMSRL/B6240/2015
Range of fee
from RM500 up to RM6,000
Both my Master's & Bachelor's degrees are in Economics & Finance. My financial expertise is mainly in investment planning.
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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