Jovie Lim Hooi Ping, RFP

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Location

Selangor - Petaling Jaya

Firm

Coreplus Advisory Sdn Bhd

License number

eCMSRL/B8002/2018

Range of fee

from RM500 up to RM4,500

About Jovie Lim Hooi Ping, RFP

Jovie is a Licensed Financial Planner with Coreplus Advisory Sdn Bhd. She is a Registered Financial Planner (RFP) and holds a Bachelor of Business in Accounting and Finance, University of Abertay Dundee, Scotland.

Prior to joining Coreplus Advisory Sdn Bhd, Jovie gained over 15 years of experience in the financial services as an external and internal auditor for listed and multinational corporation companies. Her last position in corporate was Head of Internal Audit. With her vast experience in corporate with strong finance and risk management knowledge, Jovie is confident and passionate to help her clients to meet their life financial goals. Her good analytical skill enables her to guide her clients in making budgetary, savings, retirement and investment decisions.

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)

Financial Security (ensuring a 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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