Yong Chun Wah, CFP

Profile image

Location

Kuala Lumpur, Seputeh

Firm

CC Advisory Sdn Bhd

License number

eCMSRL/C0035/2020

Range of fee

from RM500 up to RM10,000

About Yong Chun Wah, CFP

If you have financial goals to attain, then it is advisable to consult a Licensed Financial Planner to help to create and implement your financial plan.

I am a Charted Accountant [CA(M)], a Licensed Financial Planner with a CMSRL issued by Securities Commission, and also a Financial Advisor Representative [FAR] approved by Bank Negara. I hold a Master's Degree in Finance (RMIT, Australia), CFP, CIA(USA) and CIMA(UK) certification with many years of local and overseas experiences which had given me an invaluable understanding of the challenges faced by companies and individuals and how to tackle them.

My passion now is financial literacy education and helping people to achieve financial freedom.

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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