Setia Alam, Selangor
Harveston Financial Advisory Sdn Bhd
Range of fee
from RM0 up to RM5,000
2018 was the 10th years Anniversary for me in the Financial Service Industry. I completed the CFP Exam in 2013 with 1 Award of Excellence (Module 2: Risk Management & Insurance). Subsequently, obtained Full License from BNM & SC in 2016; and awarded for International Dragon Award (IDA) in 2017 & 2018.
Life is beautiful, I believe everyone should have a better life by having proper financial planning for their family or themselves. A comprehensive plan might be a mega project, but we can start a single task step by step. The first discussion will be free of charge, and the subsequent session will depend on the job scope needed.
As a parent of 2 kids, I understand how challenges for a couple to manage their money issues. By working hand in hand, we will have a better idea & better solution.
Health Care Planning (medical, surgical, dental, critical illness, disability, etc for individual/family)
Estate Planning (timely wealth distribution)
General Accumulation / Emergency Money (management of savings for other use)
LanguagesEnglish Mandarin Bahasa Malaysia
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