Karen, Lee Lee Chin, RFP, CFP

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North-East Penang Island, Pulau Pinang


FA Advisory Sdn Bhd

License number

CMSRL A3707/2007

Range of fee

from RM500 up to RM10,000

About Karen, Lee Lee Chin, RFP, CFP

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

Area of Expertise

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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