Linnet Lee, CFP, IFP

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Location

Selangor - Petaling Jaya

Firm

Resolute Planning Sdn Bhd

License number

eCMSRL/C3204/2023

Range of fee

from RM3,001 up to RM10,001

About Linnet Lee, CFP, IFP

I focus on client-centric comprehensive and modular planning with recommendations for solutions which may be action plans rather than products. All financial plans will require mutually-agreed reviews with my clients. Implementation of financial plan is the prerogative of the client.

Micro to medium entrepreneurs are welcome to connect with me for strategic personal financial planning ideas in relation to sustaining and growing their businesses. You can contact me to set a complimentary first meeting at the link below or in the chat here.

Area of Expertise

Comprehensive Plan (covers all aspects of planning your personal finances and life goals),
Succession Planning (planning for business continuation),
Financial Security (ensuring stable stream of income for individual / family),
Credit Protection (debt and contingency planning),
General Accumulation / Emergency Money (management of savings for other use)


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