Koey Yee Keat, CFP

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Johor - Segamat


Kenanga Investors Berhad

License number


Range of fee

from RM500 up to RM10,001

About Koey Yee Keat, CFP

Hi everyone, thank you if you’re reading this with a happy heart
I am a licensed Financial Planner (CFP) with CMSRL and FAR accreditation.
After on-ground with few established banks for approximately 10 years, I am currently a co-founder of Next Generation Consultancy, or thereinafter NGC which prioritize on promoting financial literacy to the next generation.
No matter how rapid is the market changing, we truly believe the fundamentals of financial planning, in addition of concrete action plan are essentials to attain financial freedom after which wealth freedom.
It is so important to plan it right and start early for ensuring a sustainable and responsible investment.
It is always my pleasure to assist my valued prospects and investors for getting more information about financial planning, cash flow planning, unit trust investment planning, insurance planning, shares investment planning and estate planning.
Feel free to talk to me at anytime anywhere!

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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