Certified Retail Financial Planner

Certified Retail Financial Planner We help you:
1. Secure the best insurance policies, home loans
2. Improve your credit and CTOS scores
3. Best value life and general insurance in town.
4.

Best advise and actions to solve your credit problems.
5. Best of bred unit trust managed portfolio

Member if MFPC
03/01/2025

Member if MFPC

14/01/2024

Good Day
Please kindly be informed that Whitman will be having a Business Opportunity Talk (BOT) on 18th January 2024, please refer to the details of the talk below.

TOPIC - 2024 Income Growth Strategies for Insurance Agents
DATE - 18th January 2024 (Thursday)
TIME - 2.00PM to 4.00PM
PLACE - Online via ZOOM

Please feel free to join. If you are interested to join, please provide me the following details.

Thank you.

Name:
Occupation:
HP:
Email:
https://wa.me/60193152927?text=WhitmanBOT
Thanks. Regards Choy Choon Wei

Are you prepared to step into 2024 with financial certainty and confidence, gain clarity on your financial position and ...
13/01/2024

Are you prepared to step into 2024 with financial certainty and confidence, gain clarity on your financial position and create a roadmap for wealth growth, instead of letting another year slip away?

Join Yap Ming Hui, Best Selling Author and Founder and Managing Director of Whitman Independent Advisors, for the '10 Smart Financial Moves to Make in 2024' webinar on Saturday, 20th January at 10 am and get insights to:

• The 10 most important financial moves for 2024
• The importance of reviewing your financial position in the beginning of the year
• The impact of making wrong financial moves

Take the opportunity to ASK questions you may have on your investments and financial planning; unit trust, stocks, ETF, real estate, REITs, robo advisors, and more during the Q&A session.

To participate in the 1hr Free webinar (via zoom), register with financial advisor Choy Choon Wei, 019-315 2927.
Kindly provide me your
Name:
Email Address:
Phone Number:
https://wa.me/60193152927?text=WhitmanFreeWebinar
to send you the zoom link. Thank you. Hava a nice day!
we will email you the Zoom invitation link on 19 January 2024. Stay Tuned!

*I hereby confirm that by filling up my details in this form, I have read and understood the Privacy Notice of Whitman Independent Advisors Sdn. Bhd. (“Whitman”) (which is available at www.whitman.com.my/privacy-policy) and I hereby consent to be contacted by Whitman in future for other marketing purposes deemed suitable by Whitman (which includes receiving marketing materials from Whitman).

We are pleased to share that we have uploaded the latest Yap Money Life Show video titled “Is reverse mortgage good for ...
04/09/2023

We are pleased to share that we have uploaded the latest Yap Money Life Show video titled “Is reverse mortgage good for a retiree” on YouTube. For further details, please contact or whatsapp CHOY 0193152927 Thank you!
https://wa.me/60193152927?text=FinancialService
Thanks. Darel Choy

Reverse mortgages can provide financial flexibility and a source of income for some retirees, however, there are also potential drawbacks and risks that need...

Cover Kaw Kaw is back with a Merdeka Edition! Be rewarded with a 1-month contribution waiver and be entitled to a Free P...
25/08/2023

Cover Kaw Kaw is back with a Merdeka Edition! Be rewarded with a 1-month contribution waiver and be entitled to a Free PA Boost cover when you participate in the campaign.
For more info, call or whatsapp CHOY 019-315 2927
https://wa.me/60193152927?text=FinancialService
Thanks. Darel Choy

Cover Kaw Kaw is back with a Merdeka Edition! Be rewarded with a 1-month contribution waiver and be entitled to a Free PA Boost cover when you participate in the campaign. For more info, call or whatsapp CHOY 0193152927

RM18.8million in Vehicle Losses from Floods Last Year – Get AIA’s Banjir Kilat Relief!For more info, call or whatsapp CH...
25/08/2023

RM18.8million in Vehicle Losses from Floods Last Year – Get AIA’s Banjir Kilat Relief!
For more info, call or whatsapp CHOY 019-315 2927
https://wa.me/60193152927?text=FinancialService
Thanks. Darel Choy

RM18.8million in Vehicle Losses from Floods Last Year – Get AIA’s Banjir Kilat Relief! For more info, call or whatsapp CHOY 0193152927

3 Ways to Protect your Wealth from Inflation. Whatsapp me today to find out more. 0193152927 Choy https://wa.me/60193152...
24/08/2023

3 Ways to Protect your Wealth from Inflation. Whatsapp me today to find out more. 0193152927 Choy
https://wa.me/60193152927?text=FinancialService
Thanks. Darel Choy

3 Ways to Protect your Wealth from Inflation. Whatsapp me today to find out more. 0193152927 Choy

Enjoy a yearly discount up to 20% when you sign up for A-Life Wealth Venture. Campaign ends 31 August 2023. T&C apply.Fo...
24/08/2023

Enjoy a yearly discount up to 20% when you sign up for A-Life Wealth Venture. Campaign ends 31 August 2023. T&C apply.
For more info, call or whatsapp CHOY 0193152927
https://wa.me/60193152927?text=FinancialService
Thanks. Darel Choy

Enjoy a yearly discount up to 20% when you sign up for A-Life Wealth Venture. Campaign ends 31 August 2023. T&C apply. For more info, call or whatsapp CHOY 0193152927

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Petaling Jaya

Telephone

+60193152927

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