Location
Selangor - Petaling Jaya
Firm
MyFP Services Sdn. Bhd.
License number
eCMSRL/C0229/2020
Range of fee
from RM500 up to RM10,001
As an experienced business professional who previously worked in childcare, I have transitioned into the field of financial planning to help families and individuals achieve their financial goals. I understand the significant impact that good financial planning can have on individuals and their loved ones, and I have witnessed firsthand how bad financial decisions can negatively affect one's life.
As a licensed financial planner, I strive to provide my clients with comprehensive financial planning services that address their unique needs and circumstances. I believe that a good financial planner not only guides clients through the planning process but also supports them throughout the journey, offering guidance and advice during both high and low stages of life.
My services are available to families, business entrepreneurs, and young working adults who are looking to take control of their finances and achieve their life goals. I am passionate about helping my clients turn their dreams into reality, and I feel privileged to be a part of their financial planning journey.
If you would like to learn more about my services or schedule a no-obligation conversation, please don't hesitate to reach out to me today. As an industry professional, I am committed to providing exceptional service and support to each and every one of my clients.
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 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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