Location
Wilayah Persekutuan Labuan
Firm
Finwealth Management Sdn Bhd
License number
eCMSRL/C2049/2022; FIMM No: 718-0-20027; PRS No: P-718-0-20025
Range of fee
from RM1,501 up to RM3,000
I am currently a licensed financial planner.
Ever wonder why would I switch from being an insurance agent into the financial advisory industry; undergo a strict certification process; and abide to a professional code of ethics?
My answer is simple, to help client by providing a holistic financial planning service and to promote the importance of financial planning to the public.
With planning, they can avoid making financial mistake(s) so he/she is able to live comfortably during their retirement years without sacrificing other financial goals as well as protecting their downside risk.
Financial planning is for everyone, and you can always seek alternative advice with me as your general practitioner when comes to your Personal Finance.
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),
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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