Location
Selangor - Petaling Jaya
Firm
Coreplus Advisory Sdn Bhd
License number
eCMSRL/B8002/2018
Range of fee
from RM500 up to RM4,500
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.
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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