Location
Selangor, Petaling Jaya
Firm
Coreplus Advisory Sdn. Bhd.
License number
eCMSRL/B5590/2015
Range of fee
from RM1,500 up to RM8,000
Many individuals are concerned with the concept of financial freedom; thoughts about one's financial future may be the cause of much stress and tension. As a financial planner, my expertise is in simplifying the daunting hurdle of financial freedom, allowing you to achieve it via specific, measurable goals.
I am a Licensed Financial Planner with Coreplus Advisory Sdn Bhd since 2015. I hold a Bachelors's and Masters's Degree in Business Administration, both majoring in Finance. For my Doctoral Dissertation, my research focused on Malaysian young adults' financial capability and financial wellness.
I have put a large part of my life towards educating others to make better decisions regarding their future. I place importance on making better lifestyle choices and building a financially healthier thought process. The betterment of your quality of life is my goal, and I hope we can work together to formulate a personalized strategy for you to achieve your financial freedom.
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 a 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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