Johor Bahru, Johor
Phillip Wealth Planners Sdn Bhd
Range of fee
from RM4,500 up to RM6,000
I graduated with a Diploma in Business Management from Tunku Abdul Rahman College, Setapak, Kuala Lumpur and also with ICSA, becoming Associate Member (ACIS) of The Malaysian Institute of Chartered Secretaries and Administrators (MAICSA).
I have 15 years experience in the financial industry and is of the opinion that being client-centric is key to helping my clients steer through good and turbulent times in their personal finances. All this can be achieved through a good financial plan to chart their financial roadmap.
To constantly improve my financial planning skills I compete in the Malaysian Financial Planner of the Year competition annually. I also write financial planning articles monthly for Sin Chew Jit Poh , Focus Malaysia and investment magazines in order to create awareness of financial planning among Malaysians.
Apart from that, I volunteer my time as the Chairman of FPAM Johor Chapter. My Committee and I organise Chapter activities to promote financial planning practice amongst Chapter members and public awareness in financial planning locally.
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)
LanguagesEnglish Mandarin Bahasa Malaysia Hokkien Cantonese
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