Location
Selangor - Petaling Jaya
Firm
WHITMAN INDEPENDENT ADVISORS SDN BHD
License number
eCMSRL/C3302/2023
Range of fee
from RM500 up to RM15,000
"I specialize in helping clients achieve their financial goals through personalized and comprehensive planning.
By understanding each client’s unique needs and aspirations, I offer strategies that encompass investment management, retirement planning, wealth protection, estate planning and risk management. Offering solutions to both corporate and non corporate clients, my commitment to proactive communication and ongoing education empowers clients to make informed decisions and feel confident about their financial future. Partnering with me means gaining a trusted advisor who prioritizes your financial well-being and works diligently to help you realize your financial goals with high certainty."
Comprehensive Plan (covers all aspects of planning your personal finances and life goals), 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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