Wong Chee Yang, CFP

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Location

Selangor - Petaling Jaya

Firm

Finwealth Management Sdn Bhd

License number

eCMSRL/C0439/2021

Range of fee

from RM1,501 up to RM3,000

About Wong Chee Yang, CFP

People sometimes get frustrated when they want to do better financially, and end up have to worry about problems such as living paycheck to paycheck, lack of savings for both retirement and children's education, and high cost of living.

Chee Yang helps people like that set up their financial roadmap so that their wealth is safeguarded and have more control of their time.

Area of Expertise

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 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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