Selangor - Petaling Jaya
Bill Morrisons Wealth Management Sdn Bhd
eCMSRL/B9467/2019; FIMM no. 714-0-20020
Range of fee
from RM500 up to RM6,000
Rachel Wong is a financial coach in a leading financial institution in Malaysia. Over the past 10 years, she has helped many individuals and families, especially professional working class and families with kids. With her proprietary strategies and advice, they now have clarity and take better control over their financial future.
She believes that with the right strategies, parents deserve to live a life they truly desire upon retirement, while providing the best education possible for their children.
And she believes financial success is never about buying products but the ability to make good financial decision time after time.
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)
LanguagesEnglish Mandarin Bahasa Malaysia Cantonese
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