Johor Bahru, Johor
Phillip Wealth Planners Sdn. Bhd.
Range of fee
from RM500 up to RM3,000
I am a licensed financial planner with over 20 years of experience in the banking and finance industry, specifically in the field of financial planning. As a licensed financial planner, I have developed a strong foundation in providing comprehensive financial advice to clients and successfully planned over a total of RM100 million worth of clients' assets. I am particularly focused on Syariah-compliant financial methods, ensuring that all financial plans I develop are in accordance with Islamic principles.
By leveraging my expertise in Syariah-compliant finance, I provide tailored advice to clients from diverse backgrounds, aligning their financial goals with their values. With a strong commitment to ethical and responsible financial practices, I am dedicated to supporting the growth and development of local and global organizations seeking Syariah-compliant financial solutions.
Throughout my career, I have worked with a diverse range of clients, including retail customers, high net worth individuals, and ultra-high net worth individuals. By understanding their unique backgrounds and aspirations, I have successfully constructed financial plans that align with their objectives and goals.
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)
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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