Location
Selangor - Petaling Jaya
Firm
Whitman Independent Advisors Sdn Bhd
License number
eCMSRL/C0908/2021
Range of fee
from RM500 up to RM10,000
He has extensive experience in the areas of holistic wealth management advisories. He helped many clients to attain their financial goals and took away their financial stress. It is his belief that everyone deserves to have access to unbiased and objective advice, and financial products should never be sold, but be professionally prescribed.
He is utterly convinced that financial literacy doesn’t have to belong to only a selected few, that it can also be accessible to everyone.
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 us
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