Location
Selangor, Klang
Firm
Finwealth Management Sdn Bhd
License number
eCMSRL/B9731/2020
Range of fee
from RM500 up to RM6,000
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.
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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