Ocean Pon, RFP

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Selangor, Klang


Finwealth Management Sdn Bhd

License number


Range of fee

from RM500 up to RM6,000

About Ocean Pon, RFP

I'm a licensed financial planner with 5 years of experience in the insurance industry.
I hold a first-class degree in Actuarial Science from Universiti Tunku Abdul Rahman.
I strongly believe in Holistic Financial Planning, because this brings meaning and values to the client’s financial success.
Besides, I believe financial planning is for everyone. I am dedicated to sharing financial planning with the millennials group. This could help them make wiser financial decisions to achieve a financially independent life.

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),

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),

General Accumulation / Emergency Money (management of savings for other use)

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