Leonard Tan, CFP

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Location

Kuala Lumpur, Kepong

Firm

VKA Wealth Planners Sdn Bhd

License number

eCMSRL/B6727/2016

Range of fee

from RM1,500 up to RM4,500

About Leonard Tan, CFP

A Financial Plan is a blueprint containing a person's current money situation, short-term, medium-term, and long-term monetary goals, as well as strategies to achieve those goals. I have more than 10 years experience of in providing financial solutions and I am passionate about providing comprehensive and unbiased financial advice and planning for individuals, families, professionals, retirees, and SME & SMI owners, who are unsure how to plan with their wealth. Financial Planning is not just a number, in fact, It’s also about our choices and options, about identifying what we want out of life and how we will make it happen.

Area of Expertise

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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