RAY CHONG

Profile image

Location

Selangor - Petaling Jaya

Firm

UOB KAY HIAN WEALTH ADVISORS SDN BHD

License number

eCMSRL/B8041/2018

Range of fee

from RM500 up to RM4,500

About RAY CHONG

I’m a financial planner passionate about serving individuals, families & business owners to help them overcome their financial issues, make better financial decisions, and save more towards their financial goals. I have regular review meetings with my customers to ensure they are on track to meet their goals. I have been in the financial industry for 12 years.

Area of Expertise

Comprehensive Plan (covers all aspects of planning your personal finances and life goals),
Succession Planning (planning for business continuation),
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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