Kuala Lumpur, Kepong
VKA Wealth Planners Sdn Bhd
Range of fee
from RM3,000 up to RM4,500
I am a Licensed Financial Planner who provide holistic financial planning to an individual especially family with children, working adult, retiree and SME owner by understanding their overall financial situation through cash flow, assets and liabilities, goals, and objective.
By going through their current financial situation and desired goals, I am able to improve their finances by optimize their current financial resources and minimize their financial risk through effective cash flow management, debt management, risk management, wealth accumulation including children education and retirement planning, and estate planning for individual including Muslim client in order for them to achieve their desired financial goals.
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 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)
LanguagesEnglish Mandarin Bahasa Malaysia Hokkien Cantonese
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