Registered Financial Planner in Malaysia with more than 18 years experience. Sharing unbiased & independent solution on how to make money work harder for you. Working with multiple top companies ranging from Insurance, Investment, Offshore, Will & Trusts. I have helped more that 1,000 individuals & families set & achieve their financial goals. It was 1995, i was 18, my dad pass away due to colon
cancer on the 2nd day of Chinese New Year. My mom would cry every night until she slept. The financial blow to my family was devastating, he was the sole breadwinner of the family. I was at a crossroad after Form 5, Singapore Nanyang Polytechnic offered me a place to study computer science. But i have to reject it, worried about the pressure on my mom as all my siblings are studying. Life was tough & my mom fought her way thru it one step at a time. I continue Form 6 & went to Tunku Abdul Rahman College to study business. I would ask my self, if dad have financially prepared for his demise, would everything be different? Would i be living a better life? Everything happen for a good cause. In 2003, i became an insurance agent. I make it my personal mission to help as many families as possible to prepare financially, when the breadwinner forget to return home. I wish to prevent families from falling into charity like i did. Throughout my journey as a Licensed Financial Planner , I have help my client make better financial decisions & taking better charge of their finances so that they can enjoy life, knowing all is in order & they can have a peace of mind. Among the problems that I frequently help my clients with are as follows:
�Which life insurance should you buy, they all look the same
��buying your first property or buy your first car 1st
�prepare a contingency plan for your family in the event of your early demise
�deciding whether to send your kids to study abroad or study locally
��planning for your dream retirement
�leaving a legacy for your family by writing a will or trust
�insurance fraud matters
Unlike agents, as a licensed financial planner, I offer neutral, independent & unbiased customized financial solutions for individual, family & corporates. I partner with 35 insurance companies, 30 unit trust companies, 5 trust companies, 8 PRS companies, multiple bank mortgages & etc to help you plan better. I provide one stop centre from insurance to unit trust to help you compare, saving you valuable time & money! I also schedule financial review on your exsiting plans to make sure that your financial goal is on track. I am here to help! Schedule a conversation with me today to discuss your financial goals or problems. Get in touch with me at
[email protected]
013-3319531
019-2621538
