Location
Petaling, Selangor
Firm
A.D Avallis Financial Sdn Bhd
License number
eCMSRL/B5980/2015
Range of fee
from RM1,500 up to RM3,000
I am a financial practitioner and a financial coach. I have been in the financial industry for the past 10 years - began coaching clients since 2007. As a thrifty person, I believe in adding value through financial education and putting these skills into practical everyday use.I am passionate about financial planning and believe in adding value through one-on-one consultations, coaching & seminar style facilitation of games and activities to help people realize their bigger potential. I have been advising my 300 clients, who mostly are senior managers, managers & executives from MNCs, on the best practices in financial management. I hold a BSc in Computer Science from Asia Pacific Institute of Information Technology.
Comprehensive Plan (covers all aspects of planning your personal finances and life goals)
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)
Languages
EnglishShare this planner