Location
Petaling, Selangor
Firm
Whitman Independent Advisors Sdn Bhd
License number
eCMSRL/B7480/2017
Range of fee
from RM500 up to RM10,000
I am committed to providing holistic financial planning for professionals, business owners and affluent clients. As a Chartered Certified Accountant prior to embarking on a financial planning career, I spent nearly 30 years in various senior positions in global organizations where I has gained extensive experience in business, financial, tax and strategic planning.
"Our Financial Goal can only be reached through a vehicle of a Financial Plan, in which we must believe and act. There is no other route to success"
* Excluded from Smartfinance FP discount programme
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)
Retirement Planning (pre and post retirement planning, management of retirement fund)
Estate Planning (timely wealth distribution)
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