Location
Petaling, Selangor
Firm
VKA Wealth Planners Sdn Bhd
License number
CMSRL/B3992/2013
Range of fee
from RM1,500 up to RM6,000
I am passionate in providing comprehensive financial advice and planning for families, professionals, retirees and small-business owners who are unsure about their financial options and need comprehensive, considerate and cost-effective advice. I work with people between 25 to 40 years old. I am a firm believer that through effective financial management you will be able to take charge of your life and be able to pursue your life goals that really matter to us. I actively share my views and knowledge to the public via public seminar, columns for personal finance magazine, newspaper and opinions media mentions and interview. In 2016 & 2017, I was awarded the Malaysian Financial Planner of the Year Award (MFPYA).
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 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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