Shirley Teoh

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Location

Selangor - Petaling Jaya

Firm

Principal Asset Management Berhad

License number

eCMSRL/B6839/2016

Range of fee

from RM500 up to RM3,000

About Shirley Teoh

“If you fail to plan, you are planning to fail”- Benjamin Franklin.
Pursuing our life goals is never an easy journey, but I strongly believe that if we plan for it, we can achieve it. According to a Chinese proverb “A journey of a thousand miles begins with a single step”. Financial Planning is a lifelong process which requires lots of determination and perseverance.
If you are willing to take the first step, let me guide you step by step in achieving your life goals at every stage of life. Together we achieve our financial stability and live with dignity towards our golden age.

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)


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