Location
Sabah, Tawau
Firm
CC ADVISORY SDN BHD
License number
eCMSRL/B8423/2018
Range of fee
from RM500 up to RM5,000
I started my career in a finance company for 15 years (1987-2002), tied insurance agents (life & general) and unit trust consultant (unit trust investment & Will writing services) for 13 years (2005-2018) using financial planning approach when dealing with my prospects and clients since 2005 before I convert to Capital Market Service Representative and Financial Adviser in 2018. I enjoy sharing my experience with my clients and the highest sense of achievement is seeing them growing towards financial stability.
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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