Margaret Chuah, CFP

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Selangor, Petaling Jaya


UOB Kay Hian Wealth Advisors Sdn Bhd

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Range of fee

from RM2,500 up to RM10,000

About Margaret Chuah, CFP

Margaret Chuah started her career in the banking industry after she graduated from Monash University, Australia and gained many years of experience in both local and international banks. In order to achieve an optimal balance in life, she left her comfort zone and joined the insurance industry. Since then she has built numerous long lasting relationships with her clientele. With her exceptional level of service, she consistently received strong referrals and rave reviews from her clients. Besides, she had won many awards and incentives, including convention trips to London, Paris, Taiwan, Macau, Bali and Bangkok and the prestigious Million Dollar Round Table (MDRT) award. In order to provide more personalized financial advisory services to her clientele, Margaret pursued CFP Executive Financial Planning Accelerated Program (EFPAP) and had successfully obtained CFP qualification. Subsequently she acquired the Financial Advisers Representative (FAR) License by Bank Negara and Capital Markets Services Representative License (CMSRL) by Securities Commission.

Currently she is a licensed Financial Advisor in UOB Kay Hian Wealth Advisors Sdn.Bhd.

Area of Expertise

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 a 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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