Location
Melaka Tengah, Melaka
Firm
Phillip Wealth Planners Sdn Bhd
License number
eCMSRL/B7625/2017
Range of fee
from RM500 up to RM6,000
As a financial planner, I will assist and guide you on the way you manage your money and your time to reach your financial goals, so that you can do the things you want to in your life.
I will use my extensive experience in financial advice and management to help you plan your finance, achieve your financial goals and make the most of your money.
Apart from the above, I am also a lecturer for the Certified Financial Planner (CFP) certification programme.
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)
Estate Planning (timely wealth distribution)
General Accumulation / Emergency Money (management of savings for other use)
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