Tan Choon Xin, CFP, Syariah RFP

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Location

South-West Penang, Penang

Firm

FA Advisory Sdn Bhd

License number

eCMSRL/B5676/2015

Range of fee

from RM1,500 up to RM6,000

About Tan Choon Xin, CFP, Syariah RFP

I help my clients to achieve their financial goals through proper comprehensive financial plan. I also provide unbiased and independent professional financial services including financial plan, investment, insurance, will and trust. Rest assured, I will manage your hard earned money like my own and make sure that you and your family will reach your financial goals.

Area of Expertise

Comprehensive Plan (covers all aspects of planning your personal finances and life goals)

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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