Location
Penampang, Sabah
Firm
VKA Wealth Planners Sdn Bhd
License number
CMSRL/B1356/2011
Range of fee
from RM3,000 up to RM4,500
I started my career as an Engineer in year 2000. I have always been interested in the subject of finance because money is like fuel to your car that will take you to your planned destination, without which it will not move. Therefore, I took up the financial planning certification while working as an Engineer in consultancy, contracting and even supplier roles.
I am also involved in community services by being a committee member in the Penampang Chinese Chamber of Commerce and Industry and appointed Head of Commerce and Industry Sub Committee in the Sabah United Chinese Chamber of Commerce in the 2014-2016 Term.
I am a strong believer in proper planning, being client-centric and continuously improving myself personally, professionally & spiritually. To have a better world, great nations we need, great states we must build,great families we must have, responsible and ethical individuals we must train to lead bottom up and top down.
Comprehensive Plan (covers all aspects of planning your personal finances and life goals)
Succession Planning (planning for business continuation), 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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