Lum Sau Kuan, RFP

Profile image

Location

-

Firm

FA ADVISORY to SDN BHD

License number

eCMSRL/B6181/2015

Range of fee

from RM4,500 up to RM6,000

About Lum Sau Kuan, RFP

I am an outgoing person, open-minded and caring person. I came across many people who do not know how to manage their finances in a proper manner.
My profession is to provide financial advisory services which helping clients to protect, enhance, and taking corrective action to navigate their financial goals with peace of mind.
My Specialty
1) To construct and integrate functional and justifiable financial planning to meet the client’s financial goal.

2) In addition to the above, I will advise clients to do legacy planning by setting up Will and Trust. It is extremely important to whom, when and the form of your assets to be inherited.

Area of Expertise

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

Succession Planning (planning for business continuation),

Retirement Planning (pre and post-retirement planning, management of retirement fund),

Estate Planning (timely wealth distribution)

Languages

English

Share this planner