Location
Selangor, Kuala Lumpur
Firm
Coreplus Advisory Sdn Bhd
License number
eCMSRL/B9026/2019
Range of fee
from RM800 up to RM5,000
As a qualified financial professional since 2005 with hands-on experience in the dynamic landscape of financial planning and wealth management, I am dedicated to empowering individuals to achieve their financial dreams and live life on their own
terms.
I began my career with as a Unit Trust Consultant in 2005 and currently a Financial Planner with Coreplus Advisory since 2015. I have been qualified Certified Financial Planner (CFP) since 2011.
Financial planning and investment had been my interest during the days of my tertiary education. I ventured into the financial planning career to use the knowledge
I have to benefit others. Over the years, my services had benefited individuals from different backgrounds including entrepreneurs, working professionals, retirees, home makers and newly graduates working adult.
My unique blend of expertise in private mandate investment and offshore diversification assets planning, retirement planning, education planning, and financial
life coaching positions me as a trustworthy guide on your journey to financial success. I wish to share and guide those who wish to achieve financial freedom and
get clarity in their life beyond money. Open minded Individuals or corporates who wish to seek professional financial consultation services are welcome to contact me.
Comprehensive Plan (covers all aspects of planning your personal finances and life goals),
Financial Security (ensuring a stable stream of income for individual/family),
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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