FA ADVISORY to SDN BHD
Range of fee
from RM4,500 up to RM6,000
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.
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.
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)
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