Loo Wing Wai, CFP

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Kinta, Perak


FA Advisory Sdn Bhd

License number


Range of fee

from RM500 up to RM6,000

About Loo Wing Wai, CFP

I am passionate in helping my clients who are mainly business owners, engineers and executives to organise the finances of their family. These include from cash flow management, protection, investments to wealth distribution planning.

My only wish is to see all my clients happily retire with dignity. I hope to have the honour to walk with you and guide you on your financial journey towards financial freedom.

I also provide financial education for children aged 4-12 as I strongly believe good financial habits needs to be cultivated at a young age. For those who read Chinese : 培养理财习惯,胜过家财万贯。

Area of Expertise

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

Succession Planning (planning for business continuation)

Health Care Planning (medical, surgical, dental, critical illness, disability, etc for individual / family)

Financial Security (ensuring stable stream of income 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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