Tango Chong Wan Seng, CFP, IFP, AEPP

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Location

Klang, Selangor

Firm

Harveston Financial Advisory Sdn Bhd

License number

eCMSRL/B7047/2016

Range of fee

from RM1,500 up to RM3,000

About Tango Chong Wan Seng, CFP, IFP, AEPP

I started this journey in 2008 with a Foreign Bank as Personal Financial Service Officer. Subsequently, I became a Unit Trust Consultant at a larger private Unit Trust company in Malaysia. At one time, I lead a team of about 25 consultants as the Agency Manager. I pursued the CFP program in 2011, and completed the CFP programme in 2013 with the Award of Excellence for the Risk Management & Insurance (Module 2). Since then, I practised consultative selling with my clients. Besides, marketing unit trust for Education and Retirement, I offer Insurance planning for individuals and their families as well as estate planning. In 2016, I decided to take the challenge to be Licensed Financial Planner. I also received my first International Dragon Award (IDA) in 2017.

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 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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