Lim Hooi Hooi, CFP, IFP

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Location

Selangor, Petaling Jaya

Firm

Coreplus Advisory Sdn Bhd

License number

CMSRL/B4749/2014

Range of fee

from RM3,600 up to RM12,000

About Lim Hooi Hooi, CFP, IFP

The majority of financial services focus on performance and return on investment (ROI). I believe that having enough money isn’t enough! Most importantly, are you getting the best life possible from the money you have?

With 21 years’ experience in the financial services profession, together with my team, we provide financial life coaching solutions to clients, My vision is to help individuals find clarity in life and plan in advance financially to achieve their life goals.

I am currently the panel speaker of the Financial Planning Association of Malaysia, and a frequent guest speaker at radio stations, seminars and workshops.

I am also passionate about youth development works via my active youth NGO involvements.

My areas of expertise include:-

· Financial Life Coaching for:-
- Couple
- Pre-Retirement Planning
- Middle-Class Millionaire Women
- Female Breadwinners
- New Widows and Divorcees
- Single Women/ Man

Area of Expertise

Comprehensive Plan (covers all aspects of planning your personal finances and life goals),

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), General Accumulation / Emergency Money (management of savings for other use)


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