Yen Rhu, CFP, MBA

Profile image 5.0

Location

Pulau Pinang - North-East Penang Island

Firm

UOB KAY HIAN WEALTH ADVISORS

License number

eCMSRL/B9934/2020

Range of fee

from RM500 up to RM1,500

About Yen Rhu, CFP, MBA

I am passionate about providing unbiased comprehensive financial advice and solutions for clients to achieve their financial goals. I have worked with fresh graduates, couples, families, professionals, retirees, and business owners to identify and pin-point their financial “time bombs”.

I always believe managing personal finance should start early. If you missed it before, the second chance is now. Our financial goals it needs planning, execution, and continuous review to keep it relevant and achievable.

I work hard to create financial awareness and improve financial literacy to the public through public seminars and social media posts in an easy-to-understand manner. I have conducted financial literacy workshops for corporate offices, hospitals, SMEs, universities, and high schools.

With total clients' assets under advice of RM25.4 million, I specialize in holistic wealth management using a proprietary system to grow my client's wealth with high certainty and minimum risk.

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)


Share this planner