Selangor, Petaling Jaya
VKA Wealth Planners Sdn Bhd
Range of fee
from RM500 up to RM6,000
I strongly believe in the ability of financial planning to make a difference in people’s lives. This belief together with my passion has helped me to achieve remarkable results in my financial planning career as a Licensed Financial Planner so far.
During my 7 years of experience in the industry, I amassed a large clientele of millennials, professionals, and people from all walks of life who are now in better control of their personal finances. To date, I have been providing wealth management services to more than 300 clients.
My view of financial planning is that it is a habit-building journey. Once a person has the habit to discipline and follows the plan and process, a great financial life will follow.
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 a 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)
LanguagesEnglish Mandarin Bahasa Malaysia
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