Location
North-East Penang Island, Pulau Pinang
Firm
FA Advisory Sdn Bhd
License number
CMSRL A3707/2007
Range of fee
from RM500 up to RM10,000
Started estate planning since 1999 with Rockwills and today my firm has helped more than 5,000 families in planning and resolving their complex wealth preservation and wealth restructuring issues. In 2007 we started to provide licenced financial planning and advisory service to our clients
Areas we advise:
1. Business Succession Planning
2. Wills and Trust
3. Offshore Foundation
4. Liability Cancellation
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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