Location
Kuala Lumpur, Seputeh
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.
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.
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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