Lily Lau, CFP

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Pulau Pinang - South-West Penang Island


UOBKH Wealth Advisers Sdn Bhd

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Range of fee

from RM2,500 up to RM10,000

About Lily Lau, CFP

If you don't manage the wealth, the wealth will be away from you.

Graduated with a degree in Accounting from the University Science of Malaysia (USM), I was an external auditor with Big 4 Accounting Firms and an accountant with MNCs. With a passion for financial planning, I embark on the financial industry in 2009 with the mission to help families, business owners, professionals, and retirees with their life goals.

Till today, I also have conducted numerous financial literacy workshops and seminars to organisations, schools, hospitals, and public events to create financial awareness.

Let's have a chat and have a complimentary financial health check from me!

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 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)

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