Location
Selangor, Petaling Jaya
Firm
Blueprint Planning Sdn Bhd
License number
CMSRL/A9664/2009
Range of fee
from RM500 up to RM6,000
My motto is 'Plan For The Best and Prepare For The Worst'. I help my clients to have clear goals and help to achieve them through a clear road map. Holistic financial planning has created confidence and helped my clients in their growth. I have helped my business clients to have a meaningful business goals. I have emerged 2nd runner up in 2017 and 2018 Malaysian Financial Planner Year Award. I have featured in BFM and other TV interviews.
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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