Get An Unbiased, Qualified and Professional Financial Advice : A Comprehensive Financial Navigator is Here
Who am I
Why you should work with an Independent Licensed Financial Planner?
With a decade of experience in the financial industry, I am now a Licensed Financial Planner that holds a Capital Markets Services Representative’s License from Securities Commission Malaysia. I am both Certified Financial Planner, CFP and Islamic Financial Planner, IFP® that works proactively based on your interest. As your Independent Financial Planner, there are multiple providers to help you on your journey to financial freedom. Being independent, I understand the part played by the multiple providers (such as unit trust companies, stockbroking firms, insurance companies, banks and lawyers) or even your wished plan. It is my job to coordinate all your asset lists and report to you whether worth to keep or not.
Benefits of engaging Licensed Financial Planner
You avoid buying any insurance policy that gives unnecessary protection.
You will not commit to risky investments based on factors such as emotion, support friend or relative or self study/own judgement. You will grow in knowledge to become aware of the potential risks you are exposed to.
You will not delay and miss out on investment opportunities regardless market conditions.
You focus on job that you are skilled, get better and leverage time to research to your financial advisor.
You do not have to carry out all the research into potential investments on your own.
You will get someone to monitor your performance and organise all your financial information.
Benefits of engaging Licensed Financial Planner
You avoid buying any insurance policy that gives unnecessary protection.
You will not commit to risky investments based on factors such as emotion, support friend or relative or self study/own judgement. You will grow in knowledge to become aware of the potential risks you are exposed to.
You will not delay and miss out on investment opportunities regardless market conditions.
You focus on job that you are skilled, get better and leverage time to research to your financial advisor.
You do not have to carry out all the research into potential investments on your own.
You will get someone to monitor your performance and organise all your financial information.
Area of Expertise
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
Engagement of services
Sign a Letter of Intention to make official engagement
Transfer fee of services as per invoice issued
Financial plan will be prepared after gathering the data required
Action Plan
Involves series of meetings throughout the year
Involves education, growing the awareness and learning the knowledge
Kickstarted the recommended solutions.
Monitoring and Review
Meetings will be done according to the chosen services
Review the life changes if arise, and financial decisions to be adjusted and advised
When your networth is growing, the KPI of financial planner is met
Annual review will be done at the end of the engagement
My types of services
0$/mo
Individual Financial Health Check
0$/mo
Modular Financial Planning
0$/mo
Comprehensive Full Financial Planning
0$/mo
Corporate Financial Awareness Workshop