Location
Johor Bahru, Johor
Firm
Phillip Wealth Planners Sdn Bhd
License number
eCMSRL/B6821/2016
Range of fee
from RM1,500 up to RM6,000
Financial planning is about loves, hopes and dreams. Having worked in the financial industry for over 10 years , I build strong connections with my clients and forge a bond that goes beyond financial advice.
I am prepared to listen to your goals in life. You can achieve your financial peace of mind and financial freedom with our solutions. Hence , live the life you love.
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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