William Wong, CFP

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Location

Wilayah Persekutuan, Kuala Lumpur, Titiwangsa

Firm

VKA Sdn Bhd

License number

eCMSRL/C0598/2021

Range of fee

from RM500 up to RM1,500

About William Wong, CFP

I have advised clients to make confident decisions in their financial plans since 2015. My goal is to help clients protect, restore, and maximize their wealth using art and science. A good financial plan is not just about the numbers but a plan with deep consideration of your circumstances and your value in life. I have a background in management, graduated from Imperial College London, a master’s degree in finance from Amsterdam University, and a CFP. These education qualifications coupled with years of professional working experience in an investment company in Europe and a fund company in Malaysia have allowed me to utilize multiple tools to tailor-made plans that are best for the clients.

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 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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