Petaling Jaya, Selangor
Blueprint Planning Sdn Bhd
Range of fee
from RM500 up to RM7,500
I was inspired and drawn to the wonders of proper financial planning when I lost a dear uncle to cancer in 2015. I experienced how proper financial planning can safeguard a family’s lifestyle and transfer the love of an uncle to his family.
A graduate of Monash University with a Degree in Bachelor of Business & Commerce, I have over 15 years of working experience and started my career in various global FMCG companies like Nestle, Philip Morris and Tesco. I am currently a Licensed Financial Planner with Blueprint Planning.
I specialize in SMEs and young parents. I am very passionate to help clients to achieve financial freedom by identifying their life goals through structured plan.
Comprehensive Plan (covers all aspects of planning your personal finances and life goals)
Succession Planning (planning for business continuation), 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)
General Accumulation / Emergency Money (management of savings for other use)
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