Lorgan Teoh Kooi Sooi, CFP

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Wilayah Persekutuan Kuala Lumpur - Bandar Tun Razak



License number


Range of fee

from RM1,501 up to RM3,000

About Lorgan Teoh Kooi Sooi, CFP

If You Fail to Plan, You Are Planning to Fail.

As a Licensed Financial Planner, your financial security is my priority.
Let’s optimise your personal finance with peace of mind.

The best time to plant a tree was 20 years ago. The second best time is now.
Let's have a chat and go through a complimentary financial health check from me!

Area of Expertise

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),
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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