Location
Selangor - Petaling Jaya
Firm
UOB KAYHIAN Wealth Advisory Sdn Bhd
License number
eCMSRL/C0926/2021
Range of fee
from RM3,000 up to RM6,000
We desire to build a deeper & more personalized relationship in understanding your life goals including your financial concerns.
As an experienced financial advisor, we could bring you closer to the future you see for yourself in many aspects. An expectation Comprehensive Financial Planning including Risk Management in Health Care Planning, Financial Security in Education &Retirement Planning, Wealth Continuity with Family Succession Planning, Wealth Preservations in Estate Planning.
With a reputed financial planning firm, you could access world-class onshore & offshore financial tools & services providers.
Passion in assisting to clear your mind & tailor advice to your specific situation by offering best-fit solutions without tide up to the individual provider to avoid conflict of interests.
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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