Melaka Tengah, Melaka
Phillip Wealth Planners Sdn Bhd
CMSL/A 185/2007 & BNM:0048
Range of fee
from RM500 up to RM4,000
As a licensed financial planner and trainer in financial literacy, I love and have the passion to nurture people through my training, counselling, coaching, and consulting that helped many to achieve their financial life goals and objectives.
I am also providing advisory services and assisting people developing a comprehensive financial plan.
I believe success in personal finance depends on the 80:20 rule. It is 80% people’s mindset/financial behaviour/emotions/attitude and only 20% on people’s financial literacy/knowledge. So, my current area of interest and research is on Behavioural Finance/Economics, Psychology of Money, and Financial Literacy to young children.
Apart from the above, I have been lecturing for the last 20 years, Certified Financial Planner (CFP) certification programme.
- Develop Tailor Made Financial Plan
- Financial & Debt Management Counselling (Ex AKPK Branch Head)
- Workplace Financial Wellness
- Financial Literacy/Money Management Trainings
-Young Children Financial Literacy
- Estate & Business Succession Planning
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