Location
Selangor, Petaling Jaya
Firm
Blueprint Planning Sdn Bhd
License number
eCMSRL/B8382/2018
Range of fee
from RM3,000 up to RM4,500
I hold a Bachelor of Biomedical Science from Monash University, having started my career in the medical line, I now have been involved in the insurance industry for the past 5 years qualifying as a Certified Financial Planner (CFP) in 2017 and currently a LFP with Blueprint Planning.
With the current financial climate, I look forward in assisting young Malaysian couples who are below 40 years old just like myself to achieve their financial goals in the most effective manner. After writing my own financial plan, I discovered a lot of things that could have been realised earlier if I had the correct advice to begin with.
I believe that with awareness and education, my clients can avoid financial mistakes and proceed with the right practice for a successful life.
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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