Scarlett Wong, CFP

Profile image

Location

Perak,Kinta

Firm

FA Advisory Sdn Bhd

License number

eCMSRL/C0078/2020

Range of fee

from RM1,500 up to RM3,000

About Scarlett Wong, CFP

In my earlier career path, I was a production planning manager in a semiconductor company. I was attached to this field for more than 2 decades. so I understand very well with a semiconductor hectic working environment, we hardly able to have peace of mind to go thru our own or family financial planning or browse for a financial planner that understands us. If you are one of them, please feel free to talk to me with no obligation.

Area of Expertise

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 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)

Languages

English Cantonese

Share this planner