Selangor - Petaling
VKA Wealth Planners Sdn Bhd
Range of fee
from RM1,000 up to RM5,000
I have 15 years of experience in the banking & finance industry, premier banking wealth management, helping high net worth individuals & retail clients with banking services, wealth management solutions, and investment planning. I'm able to analyze and conduct necessary due diligence on various financial products & services.
Base on my previous experience in the banking & financial industry, I strongly believed the independent financial advice, holistic financial planning & modular financial plan, can help to identified an individual’s financial situation, optimized the use of financial resources to achieve an individual’s financial life goal, and avoid costly financial mistakes.
Feel free to reach out to me, to discover the benefits of engaging with a licensed financial planner, and start a holistic or modular financial plan that works for you.
Comprehensive Plan (covers all aspects of planning your personal finances and life goals),
Succession Planning (planning for business continuation),
Family Office (holistic family management),
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 Cantonese
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