Selangor - Petaling Jaya
FA Advisory Sdn Bhd
Range of fee
from RM500 up to RM1,500
I am a passionate believer that proper financial planning and financial education are crucial for everyone, especially for the next generation.
It gives us peace of mind to enable us to concentrate on the journey towards achieving our life goals
It is the key to the successful preservation and transfer of our wealth to the next generation.
I believe in a whole person concept and don't only stress on the financial aspect and believe that we should also educate our next generation on this matter
I work in partnership with my clients on a long-term basis on their financial journey by sharing, educating, and implementing the solutions and monitoring along the way.
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 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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