Teoh Ai Ling, CFP, Shariah RFP

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Location

North Seberang Perai, Penang

Firm

Fin Freedom Sdn Bhd

License number

CMSRL/B3626/2013

Range of fee

from RM1,500 up to RM3,000

About Teoh Ai Ling, CFP, Shariah RFP

I specialize in providing financial advisory services (financial planning, insurance planning, investment planning, estate planning) for businessmen and doctors. 90% of my clients are businessmen, professional businessmen (Doctor, Medical Practitioner, Specialist), 10% are Multinational Corporation (MNC) management and others. Most of my clients range from age 35 to 60. I have strong belief that “what we do today is important, because we are exchanging a day of our life for it”. I always believe that a good financial plan can lead us to financial freedom and financial well-being. I have organized many seminars, workshops and customer talks on financial planning topics at local private corporations, multinational corporations, accounting firms, NGOs and etc.

Area of Expertise

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 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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