Location
Pulau Pinang - Central Seberang Perai
Firm
Phillip Wealth Planners Sdn. Bhd.
License number
eCMSRL/C0389/2021
Range of fee
from RM1,501 up to RM3,000
Mr. Yong Chu Eu (FAR, CMSRL, CFC, CWA, Shariah RFP, CFP®, Bac. Sc., Ms. Sc. (UPM))
Mr. Yong, founder and Principal of Money & Life Academy, is an MFPC Shariah RFP, CPD/CPE, HRD Corp Accredited Trainer, and a licensed Financial Planner with Philip Wealth Planner. He's also a Certified Financial Coach and author. His 13+ years of experience fuels his passion for offering professional education to financial practitioners and corporate training for various corporations. In addition to training, he provides personalized financial consulting and coaching. His financial planning comment and article are regularly shared across multiple local media outlets, including MFPC’s 1st Finance Magazine, JWMFP Journals, The Edge Malaysia, Sin Chew Newspaper, Smart Investor, and Melody FM, among others
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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