Wilayah Persekutuan Kuala Lumpur - Kepong
UOB Kay Hian Wealth Advisors
eCMSRL/C1713/2022, 720-0-20108 (FIMM)
Range of fee
from RM1,501 up to RM3,000
I am a Shariah Registered Financial Planner whose main focus is on providing services that are Shariah-compliant to Muslims and non-Muslims alike. My services include comprehensive financial review; income-asset-liability assessments; various investment and takaful recommendations from assorted fund managers and takaful providers; as well as Islamic estate planning.
My client profiles largely sit at the younger demography where they are currently building their life and wealth, while aspiring to do more financially. It is always a great honour for me to be part of someone’s financial journey where we learn and watch each other grow in the process.
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)
LanguagesEnglish Bahasa Malaysia
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