Location
Melaka - Melaka Tengah
Firm
UOB Kay Hian Wealth Advisors Sdn Bhd
License number
eCMSRL/B9886/2020
Range of fee
from RM4,500 up to RM6,000
I am a Degree holder and started my financial career with the Estate Planner role in first place in the Year 2017.
I passed my RFP in the Year 2020. Now, I am a Licensed Financial Planner under UOB Kay Hian which is recognized by the Securities Commission of Malaysia and a Financial Adviser Representative approved by Bank Negara Malaysia from July 2020.
My goal is to help clients plan, protect, restore, and maximize their wealth using different financial tools.
Each client has a different “What’s In It For Me?” (WIIFM) when it comes to financial planning. No one has the same bills, rent, debts, or lifestyle. So, I hope I can help them plan/create more wealth based on their WIIFM and their Risk Management.
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),
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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