Location
Petaling Jaya, Selangor
Firm
Harveston Wealth Management
License number
eCMSRL/B9382/2019
Range of fee
from RM500 up to RM8,500
Throughout a demi-decade of working in local and foreign banks, I observed that many people are actually very keen to improve the state of their personal finances, but they may not know who to turn to.
My main goal is to help you make well-informed decisions on what types of financial vehicles are right for you, to achieve your goals. I also emphasizes the need to adjust your portfolio as your goals and needs change. Meeting your financial goal is always my greatest achievement and satisfaction.
With total clients' assets under advice of RM 25.4 million, I specialize in holistic wealth management using a proprietary system to grow my client's wealth with high certainty and minimum risk.
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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