Location
Klang, Selangor
Firm
FA Advisory Sdn Bhd
License number
CMSRL/A9783/2009
Range of fee
from RM500 up to RM10,000
I have been in the financial services industry since the year 2003. Prior to that, I was in the corporate world for fifteen years with working experience in accounting, taxation, and human resources. I believe taking care of
personal financial planning is important in helping people to make the right financial decision.
I take care of my clients’ (professionals, business owners, and retirees) personal financial planning in four stages of their life by providing asset allocation planning to improve and achieve their financial life goals.
As an independent licensed financial planner and financial adviser representative, client’s best interest is our priority and solutions provided are not influenced by any sales targets, incentives or possible conflict of
interest.
Comprehensive Plan (covers all aspects of planning your personal finances and life goals)
Succession Planning (planning for business continuation)
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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