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
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.
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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