Lee Kok Wan, RFP, Shariah RFP

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Hulu Langat - Selangor


VKA Wealth Planners Sdn Bhd

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Range of fee

from RM1,500 up to RM6,000

About Lee Kok Wan, RFP, Shariah RFP

Every individual deserves to have a financial plan by understanding his/her financial circumstances, and equipping themselves with appropriate solutions to achieve short-term and long-term financial goals, while maintaining a harmonised family life avoiding conflict in financial related matters.

I have over 10 years experience in the financial industry and am passionate to provide holistic financial planning services to clients.

Area of Expertise

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)

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