Johor - Johor Bahru
Phillip Wealth Planner Sdn Bhd
Range of fee
from RM500 up to RM1,500
Doing financial planning, it can be complex and complicated. There is no specific answer because everybody are different needs and background. It must tailor and design to the person with many factors are considered.
K.Aizat graduated from UTM Skudai in Bachelor of Mechanical Engineer, he has experienced working in the field in Singapore,Malaysia and Japan. He started as part timer earlier in financial industry; investment and insurance before finally obtained the Islamic Financial Planner(IFP) with IBFIM and still on going do the CFP.
As Licensed Financial Planner, I’m helping clients by providing holistic planning and unbiased decision to achieve their financial goals. I’m licensed as Financial Planning Representative(FPR) with Security Commission(SC) and Financial Advisor Representative(FAR) with Bank Negara Malaysia(BNM) started in year 2021. Always listen and understand client’s situation and needs, then advise and design the best financial planning that tailor to them. Improve the cashflow, manage the debts well, have a protection accordingly, risk management, grow on education plan and retirement age, plan the investment strategically for short and long term.
Experienced with many backgrounds of clients, I’m happy to be your ‘friendly’ Financial Planner.
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), Child Tertiary Education Planning (securing your children's education), Retirement Planning (pre and post retirement planning, management of retirement fund), General Accumulation / Emergency Money (management of savings for other use)
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