Location
Wilayah Persekutuan Kuala Lumpur - Lembah Pantai
Firm
PHILLIP WEALTH PLANNERS SDN BHD
License number
eCMSRL/B2088/2018
Range of fee
from RM500 up to RM3,000
Penasihat Kewangan & Perancang Kewangan Berlesen yang diluluskan dengan pengalaman Peracangan Kewangan selama 5 tahun.
Mengikut tagline #CFOKeluarga, beliau telah berjaya menjalankan lebih daripada 300 sesi kewangan peribadi untuk golongan profesional, kakitangan kerajaan, bekerja sendiri dan kakitangan perniagaan, serta untuk suri rumah yang mendapatkan panduan tentang perancangan, pelaksanaan dan pemantauan peribadi mereka. Seterusnya, juga untuk kewangan isi rumah dalam aspek teknik simpanan, portfolio pelaburan, pengurusan hutang dan pengagihan aset melalui instrument dan platform yang diluluskan Syariah.
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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