Location
Petaling, Selangor
Firm
FA Advisory Sdn Bhd
License number
eCMSRL/B7618/2017
Range of fee
from RM500 up to RM1,500
I have 7 years experience in financial industries, started my career in an audit firm, financial management and now financial planning. My passion is to empower financial decisions made by my clients.
I help them to avoid small mistakes that may result a bigger loss in their future. My job is to clarify the client needs and filter which product is best suited the client needs. I believe in the prudent process in product selection rather than popular demands in the market. I always focus on the reasons WHY a client needs a solution.
My focus would be to increase my clients’ net worth in their life journey There would be continuous monitoring, rebalancing and adjustment according to the situational changes.
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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