North-East Penang Island, Pulau Pinang
CC Advisory Sdn Bhd
Range of fee
from RM4,500 up to RM10,000
You can't go wrong with any of my peers in this list. They're respectfully qualified and certified.
But here are 3 tips :
#1 Pick someone whose values and beliefs in life & money align with yours.
#2 Choose someone with the heart of a teacher, not someone who's 'transactional'.
How to know?
Well, after talking with me for 20 minutes, you should feel smarter, more informed and more enlightened
And there is also my track record of adding value without getting paid (like publishing free content consistently)
#3 Lastly, Google check my clients' testimonials!
Comprehensive Plan (covers all aspects of planning your personal finances and life goals)
Financial Security (ensuring stable stream of income for individual / family)
Retirement Planning (pre and post retirement planning, management of retirement fund)
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