Wendy, Ooi Sau Mei, CFP

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Location

Kinta, Perak

Firm

FA Advisory Sdn Bhd

License number

eCMSRL/B5885/2015

Range of fee

from RM500 up to RM1,500

About Wendy, Ooi Sau Mei, CFP

I offer comprehensive and unparalleled financial planning solutions specially tailored to empower you to meet your financial goals which include wealth creation, protection, preservation, distribution and retirement.

Area of Expertise

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 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)

General Accumulation / Emergency Money (management of savings for other use)


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