Location
Kuala Lumpur
Firm
UOB Kay Hian Wealth Advisors Sdn Bhd
License number
eCMSRL/C0035/2020
Range of fee
from RM500 up to RM10,000
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.
Yong Chun Wah is a Licensed Financial Advisor, FAR licensee under Bank Negara Malaysia and Licensed Financial Planner with expanded scope to advise on equities, debentures or warrants listed on Bursa Malaysia and unlisted corporate bonds or sukuk, CMSRL licensee under Securities Commission Malaysia. He is also a Chartered Accountant with a Master's Degree in Finance (RMIT University, Australia), and holds the Investor Protection Professional Certification from the Asian Institute of Chartered Bankers .
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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