Location
Johor Bahru, Johor
Firm
Phillip Wealth Planners Sdn Bhd
License number
CMSRL/B1450/2011
Range of fee
from RM500 up to RM10,000
As a financial planner, I will help you to organise your finances, projects the results of your savings and investments so you can see how well prepared you are for retirement, and helps you make decisions with your money that will help you reach your financial goals as efficiently as possible. Together with my partners we understand that financial planning is about more than finances- it's about helping our clients to preserve and grow their assets in a way that meets their personal goals. We recognise that planning is a life-long process and that our clients' needs and lives will change overtime, so we continue to be a source of experience and service for them as time passes.
Together with my partners we understand that financial planning is about more than finances- it's about helping our clients to preserve and grow their assets in a way that meets their personal goals.
We recognise that planning is a life-long process and that our clients' needs and lives will change overtime, so we continue to be a source of experience and service for them as time passes.
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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