Serena Yee

Profile image


Selangor - Petaling Jaya


Finwealth Management Sdn Bhd

License number

eCMSRL/C2048/2022; 718-0-20029, P718-0-20026

Range of fee

from RM500 up to RM1,500

About Serena Yee

Serena saw the lack of financial literacy prevent many from attaining their life goals, hindering them from enjoying their retirement years without worry. Hence she now applies her over 20 years of experience in the education industry to guide clients with insight and integrity. She helps them form a good plan to grow wealth and avoid pitfalls, so they may be free to enjoy the life they truly deserve.

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),
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)

Share this planner