As your certified financial planner, I am equipped with multiple licenses. This works towards your advantage as you will be able to see which solutions fit you best. Gone are the days where one needs to approach many agents just to compare investment solutions or insurance / takaful plans.
With me, you will see all that you already have in one big picture. What comes next is an analysis of what you truly need, followed by the available solutions.
Typically, my clients start with only one or two scopes below, and slowly progressing into a more comprehensive scope covering the whole slew of the following services:
Depending on what your scope(s) is/are, you can pick and choose what you want to work on first.
Our engagement is not a one-off, touch-and-go occurrence, because this isn’t what I seek for in a client. I’m looking for engagements that can last for many years, as I’ll be right next to you and loved ones to plan and execute the agreed financial solutions according to your priorities, affordability and timeline.
These are excerpts from FEN on MALAYSIA National Strategy for Financial Literacy 2019-2023. You got to plan ahead if you don’t want to be one of the statistics.
Saving and Budgeting
Readiness for Unexpected Life Events
Planning for Retirement