Nicholas Wong, CFP, MSc (University of Melbourne)

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Location

Petaling Jaya, Selangor

Firm

IPPFA Sdn Bhd

License number

eCMSRL/B9899/2020

Range of fee

from RM1,500 up to RM3,000

About Nicholas Wong, CFP, MSc (University of Melbourne)

I chose a career in financial planning because I believe by empowering Malaysians with the right financial planning advice they will be more confident in living their dreams.

A graduate from the University of Melbourne, my previous experience includes working in the largest life insurer in Malaysia and managing and servicing over 110 agencies in Kuala Lumpur. I am a Partner in IPPFA, Malaysia.

I currently serve over 200 clients including a Chairman of a Multinational bank, senior management of insurance companies, business owners, working professionals, and fresh graduates. My volunteer experience includes giving Financial Literacy talks to various companies such as a subsidiary of the Genting Group. SMEs and at universities such as Sunway and Monash University.

Area of Expertise

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 a stable stream of income for individual/family),

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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