Selangor - Petaling Jaya
Whitman Independent Advisors Sdn. Bhd.
Range of fee
from RM1,501 up to RM8,500
I provide holistic, segmental financial planning and wealth management advisory to professional, business owners and affluent clients.
Previously a chartered accountant specialised in tax of origin profession who successfully transitioned into a fee based industry. My approach is independent, competent and result driven.
Fiduciary duty and trust are important to me.
Let’s connect, speak to me to decide 3R - RIGHT financial planner in provide RIGHT scope of service with RIGHT reasonable fees.
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),
Retirement Planning (pre and post retirement planning, management of retirement fund), Estate Planning (timely wealth distribution)
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