Location
Seputeh, Kuala Lumpur
Firm
CIMB Principal Asset Management
License number
CMSLR/B5727/2015
Range of fee
from RM1,500 up to RM3,000
Many people dream of attaining financial security but fail to make it there, due to lack of guidance. Let me be your coach in your journey to your financial security by offering you suitable solutions and options.
Comprehensive Plan (covers all aspects of planning your personal finances and life goals)
Family Office (holistic family management)
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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