Raymond Chan Chun Lim, CFP

Profile image

Location

Cheras, Kuala Lumpur

Firm

VKA Wealth Planners Sdn Bhd

License number

eCMSRL/B4590/2014

Range of fee

from RM1,500 up to RM6,000

About Raymond Chan Chun Lim, CFP

I graduated with a Degree in Applied Finance from UNISA and obtained my CFP certification in 2014. Seeing myself as an educator, I strive to guide my clients to avoid financial pitfalls and share with them enough knowledge that they could make an informed decision in managing their lives.

My 4 core offerings to clients are: Cash Flow, Protection, Accumulation and Distribution Planning. Most of my clients are young professionals between age 20 to 35, where they are at the initial stages of building their career. Most are looking for directions on how to maximize their resources for building a safety net or make their money work harder for them.

I work best with clients that want to help themselves as one must take charge and be accountable for their life. The saying rings true: If you do not plan for life, life will plan for you.. Hearing stories from various sources allow me to offer unique perspective to clients facing challenges in their planning. When all my clients can retire comfortably and achieve what they want in life, then I would consider my practice to be a success.

Area of Expertise

Comprehensive Plan (covers all aspects of planning your personal finances and life goals)

Health Care Planning (medical, surgical, dental, critical illness, disability, etc for individual / family)

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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