Location
Johor Bahru, Johor
Firm
CIMB Principal Asset Management
License number
eCMSRL/B5903/2015
Range of fee
from RM500 up to RM3,000
I provide overall financial planning services and consultation from fundamental management of liability, cash flow and net worth, risk management, optimising investments, retirement planning and Islamic estate planning.
Apart from the above, I am also a speaker and trainer on financial planning and capability building (which is related to HRM) for public courses.
Comprehensive Plan (covers all aspects of planning your personal finances and life goals)
Family Office (holistic family management)
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)
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