Melaka - Melaka Tengah
Kenanga Investors Bhd
Range of fee
from RM500 up to RM3,000
I graduated with a Degree in Accountancy and Master’s in Business Administration. Then I obtained my CFP certification in 2018 and became a Licensed Financial Planner.
Prior to joining this career, one of my FB followers was in tears due to wealth distribution upon her husband's death. Her family-in-law chased her out of the house.
From then onwards I realized that I must equip myself with financial knowledge to help Malaysians particularly women in managing their finances.
Throughout my journey as a Licensed Financial Planner, I helped my clients to manage their finances wisely for any life event. The details are as follows:
1) Buying the first property
2) Restructure tons of debt
3) Advise on investment plan
4) Choosing the right protection plan
5) Prepare a retirement plan
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 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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