Location
Wilayah Persekutuan Kuala Lumpur - Kepong
Firm
UOB Kay Hian Wealth Advisors
License number
eCMSRL/C1713/2022, 720-0-20108 (FIMM)
Range of fee
from RM1,501 up to RM3,000
Shariah-compliant family wealth management is my forte. My clients entrust me to maximise the potential of their wealth and its effective utilisation for the building blocks of their life, all the while being in line with the Islamic principle and guideline. From as simple as ensuring their young kids get to have a good education, to aspirations of going to Hajj at a young age, to being debt-free before hitting retirement, I can be a helping hand to guide you on hitting your financial goals.
I come from a diverse background, with technical know-how from my studies in Physics of Materials, to investment portfolio management, to research and analysis. Advisory and consulting is at the heart of my work, and I get a deep sense of satisfaction in being my clients' partner in their personal finance management.
Comprehensive Plan (covers all aspects of planning your personal finances and life goals),
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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