Location
Selangor - Petaling Jaya
Firm
UOB Kay Hian Wealth Advisors Sdn Bhd
License number
eCMSRL/C0234/2020
Range of fee
from RM500 up to RM4,500
Hello, my name is YeeShun. I am the Certified Financial Planner from UOB Kay Hian Wealth Advisors Sdn Bhd with over 15 years experience in the financial services industry and my areas of focus in Wealth Planning, Risk Management & Estate Planning.
The reality of life and the importance of planning ahead.
When you plan in life, you can achieve so much more than would otherwise be possible. It might mean having to make a little more effort and having to live life in a more grown-up way, but it’ll all be worth in the end.
Let’s me guide you to a Better Future
Comprehensive Plan (covers all aspects of planning your personal finances and life goals),
Succession Planning (planning for business continuation),
Family Office (holistic family management),
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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