WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia
I am a financial advisor and have helped many going through ups and downs of their life, either financially or non financially. I am specialized in managing investment portfolio of business owners & busy middle income families in Malaysia. I strongly believe: All financial aspects including saving & investments, risk management, taxation, debt and estate planning are linked tightly together, and proper planning of all these can help you achieve the optimum financial results. For the past 6 years, I have been working with my clients by helping them allocate their financial resources in a most effective way so that they can maximize their hard earned wealth to achieve their goals; while at the same time securing their wealth should there be any unforeseen circumstances. My experience in audit and tax since 2003 and corporate bond rating allows me to have more comprehensive view when comes to evaluating any issues. For corporate clients, the common challenges are always cash flow management, financing issue, employee retention, and business succession. In addition to the provisions of financial solutions , my team & I work closely with HR managers to provide financial education sessions (Lunch & Learn) to employees of our corporate clients. We believe in adding value to corporates can be achieved through benefiting their most important talents with the latest financial knowledge. Financial planning is a simple yet a very meaningful job. Money aside, being able to add value to my clients encourages me to continue this career for the past 6 years. With my experience, I am also looking forward to build a team of dynamic & high energy wealth advisors who are passionate enough to learn, to serve and to build his own career. Email me at [email protected] to learn more or call me at 012-2781175
Financial Planning For SMEs and Individuals