Selangor, Petaling Jaya
VKA Wealth Planners Sdn Bhd
Range of fee
from RM3,000 up to RM4,500
5 years back, one of my clients was in tears due to her retirement issue, from then onwards I realized that many Malaysians are unable to retire, due to insufficient retirement funds. That makes me even want to do more for them, and for myself.
I was a Unit Trust Consultant at the time, so I had Limited knowledge and was tied by the solution I could offer. So I was unable to solve her financial issues holistically. Because of that, I decided to get myself certified by doing CFP and to be licensed as a Financial Planner.
Throughout my journey as a Licensed Financial Planner, I help my client to manage their life transitions and decisions so they can enjoy the life they desire. Here are a few of the scenarios that I have helped my clients:-
🏡 buying your first property.
👨🎓 deciding whether to send your kids to study abroad.
👨🦳🧓Planning for peaceful retirement life.
🏄♀️ exploring places that you always dream of.
💳restructure and consolidate your debts.
😇knowing your legacy is taken care of.
Comprehensive Plan (covers all aspects of planning your personal finances and life goals)
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)
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