Petaling Jaya, Selangor
FA Advisory Sdn Bhd
Range of fee
from RM500 up to RM7,500
If you’re a PROFESSIONAL MOM, my greatest respect goes out to you. It’s a tough job taking care of your family.
As a working mom, there are so many roles you play - a wife, a mom, a career woman, a caregiver to aging parents, the home & finance minister and so on.
Often enough, you are constantly juggling between family, career, time and money. This role itself can be super stressful. Leaving you worried and potentially having sleepless nights. The fear of potentially carrying too much on your shoulders and missing important goals in life.
Here’s 3 key tips for you mom’s out there:
💡 Know your worth & always be financially independent
💡 Make sure you have adequate emergency funds in place
💡 Teach your kids the right way to manage money
To effectively do the above, you really want to work with the right ACCOUNTABILITY partner to keep you on track and ahead. That way you can achieve your goals, live the life you want stress free and know your finances is well organized.
That is where I come in. As a Licensed Financial Planner, based on my clients goals and aspirations, I provide them with holistic solutions to help them make informed decisions in their life journey.
Some areas which I have helped clients are:
🏡 Buying their first property
🎓 Identifying the best education route for their kids either locally or overseas
💳 Structuring and consolidating their debts
🏘️Preparing them for their investment property purchase
👨🦳👵 Planning for a stress free retirement
🚀 Leaving a legacy for the next generation
If you like to get started but not sure how to go about it, it’s ok. Let’s have a chat.
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)
Share this planner