Location
Selangor - Klang
Firm
UOB Kay Hian Wealth Advisors Sdn. Bhd.
License number
eCMSRL/A9068/2008
Range of fee
from RM1,501 up to RM3,000
I started working full time in 2004 as an insurance agent, unit trust agent & estate planner , thereafter I transitioned to become a fully licensed planner in year 2008, till now I am still passionate in Financial Planning industry that help my corporate client, personal clients, extended to their family members' need in the services of insurance, investment and estate planning. I enjoy handling clients needs ( claims, planning , advisory , services renewal) all the times !
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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