Eva Wong, CFP

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Selangor, Hulu Langat


CC Advisory Sdn Bhd

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Range of fee

from RM500 up to RM8,500

About Eva Wong, CFP

I am a strong believer that everyone will be able to take charge of his / her life and be able to pursue life goals and dreams through effective financial management.

I work with couples, families, professionals, and business owners to ensure they take control of their finances to achieve their financial goals.

My favorite quote from T. Harv Eker says "The number 1 reason people don't get what they want is that they don't know what they want". If you understand your current financial situation, your financial goals, and follow through a guided blueprint, you are able to achieve your financial goals.

Helping clients to achieve their financial goals is my priority. I am passionate about helping my clients to retire earlier so that they have more freedom to do what they love to do. This only can be done via proper cash flow management, investment planning, retirement planning, education planning, and succession planning.

If you don't take charge of your life, somebody else will. Let's find out how to take charge of your finances and your life through effective financial planning!

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)

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