Location
KL Sentral, Kuala Lumpur
Firm
Phillip Wealth Planner Sdn Bhd
License number
eCMSRL/B6620/2016
Range of fee
from RM500 up to RM3,000
Experienced Wealth Management Advisor with a demonstrated history of working in the financial services industry. Skilled in Contact Centers, Management, Financial Risk, Risk Management and Strategic Planning. Strong finance professional with a Certified Trainer focused in Train The Trainer from Systematic Competency Alliance S/B.
Mission & Vision:
Customer 1st, Maxismise Value with an affordable fee.
Optimised resources, I'm also a customer all the time
Comprehensive Plan (covers all aspects of planning your personal finances and life goals)
Health Care Planning (medical, surgical, dental, critical illness, disability, etc for individual / family)
Financial Security (ensuring stable stream of income for individual / family)
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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