Lim Hooi Hooi, CFP

Profile image

Location

Selangor, Petaling Jaya

Firm

Coreplus Advisory Sdn Bhd

License number

CMSRL/B4749/2014

Range of fee

from RM1,500 up to RM3,000

About Lim Hooi Hooi, CFP

Lim Hooi Hooi has more than 19 years of experience in the financial services profession. She strongly believes that financial education plays an important role in improving individuals' financial behavior & financial well-being. As a Certified Results Coach, she has successfully coached numerous clients in their financial life planning journey.

She has helped many clients from all walks of life to take charge of their finances. This is done through customizing and tailoring her advice frameworks specifically to individual client's needs. She continues to provide comprehensive financial planning solutions to clients with partners, covering all aspects of personal financial planning to achieve individual’s life goals.

Lim Hooi Hooi is currently the panel speaker of the Financial Planning Association of Malaysia and she is a frequent guest speaker and presenter at radio stations, such AiFM, BFM Radio FB Live Webinars, Unilifesity Online Learning Platform, etc. She also conducts various financial planning-related workshops, webinars & training courses for NGOs, SMEs, and university students.

At the same time, she is passionate about youth development works via her active youth NGOs’ involvement. She was Past President, the Year 2011; the Strategic Planning Committee Chairperson, the Year 2018-2019 of JCI Petaling Jaya; JCI Malaysia Senate Board Director, the Year 2018- 2019.

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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