Location
Wilayah Persekutuan Kuala Lumpur - Setiawangsa
Firm
Phillip Wealth Planners Sdn Bhd
License number
eCMSRL/B5687/2015
Range of fee
from RM500 up to RM4,500
Graduated with Bachelor of Business Administration (Hons) and through the journey from a white-collar to a Licensed Financial Planner with CMSRL license from the Securities Commission Malaysia, and FAR License from the Bank Negara Malaysia have given me a better exposure to the dilemma of majority white-collars and middle class.
Life is short, most of the people do not plan to fail, but they fail to plan. "A goal without a plan is just a wish" (Antoine De Saint-Exupery). As a Certified Financial Planner, I always put myself in client's shoes, when it comes to recommending any financial solution. This in line with my mission to help as many people as I can to achieve financial goals.
Comprehensive Plan (covers all aspects of planning your personal finances and life goals)
Succession Planning (planning for business continuation)
Health Care Planning (medical, surgical, dental, critical illness, disability, etc for individual / family)
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)
Estate Planning (timely wealth distribution)
General Accumulation / Emergency Money (management of savings for other use)
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