Location
Petaling Jaya, Selangor
Firm
UOB Kay Hian Wealth Advisors Sdn. Bhd
License number
eCMSRL/B6916/2016
Range of fee
from RM3,000 up to RM4,500
I am an experienced and competent investment professional.
Let's start to take a good care in our financial health today, cash flow management, risk management, investment planning, education planning, retirement planning, tax planning and estate planning.
Comprehensive Plan (covers all aspects of planning your personal finances and life goals)
Succession Planning (planning for business continuation), Family Office (holistic family management)
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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