Location
Wilayah Persekutuan, Kuala Lumpur, Seputeh
Firm
CC Advisory Sdn Bhd
License number
eCMSRL/B9585/2020
Range of fee
from RM3,000 up to RM10,000
I am a Licensed Financial Planner specialised in servicing Business Owners and Working Professionals. I am currently the manager of CC Family Office, a wholly-owned subsidiary of the Cheng & Co group with a team of specialists comprised of accountants, lawyers, tax agents, offshore trust officers, and company secretarial.
My mission is to empower affluent and high net worth individuals or families to have peace of mind in wealth preservation and succession planning.
With a dedicated team approach, we work closely with you and carefully selected specialists to develop unique solutions. As our team serves only a limited number of families, you can count on personalized planning, advice, responsive service, and attention to detail.
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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