Location
Kuala Lumpur - Lembah Pantai
Firm
Uno Advisers Sdn Bhd
License number
eCMSRL/C2549/2023
Range of fee
from RM1,000 up to RM5,000
I strongly believe that personal finance is a personal journey. There is no one size that fits all. I want to be the GPS to your financial journey.
The first step towards worry-free finance is to have a clear strategy. One of the first things I will do is to map out a game plan tailored to your personality, habits and goals.
You can have a look at contributions I've made in The Star newspaper under the 'Money and You' section where I help to raise awareness in financial planning among Malaysians. I also conduct financial literacy workshops where I can make an impact on youth in today's society.
Comprehensive Plan (covers all aspects of planning your personal finances and life goals), Family Office (holistic family management), 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)
Languages
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