As your Licensed Islamic 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 Shariah investment solutions or 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.
Discovery meeting
Making it official
Implementation
Review, strategise, add on, repeat
Advisory
Awareness Workshop
Advisory
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
As seen on the media.
The Donna: Pakar Kata Apa?
Hello Gold #EmaszingWomen – Aisya Rahman
LITE Fm Interview – Growing Pains
What my clients say about me.
Testimonial by Senior Management
Testimonial by Captain, Aviation
Testimonial by CEO & Entrepreneur
A collection of my financial planning pieces.
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FAQ
Frequently Asked Questions:
Having CFP/IFP is just the first step, this is just the mandatory paper qualification. Any agent who aspires to become a Licensed Islamic Financial Planner has to resign from the principal insurance/takaful or unit trust company that they are attached to, so that they can acquire the necessary licenses from Bank Negara Malaysia and Securities Commission.
Upon our death, our assets will be frozen, and the law kicks in. The law will look into the legal documents that we have prepared before our departure such as will/wasiat, nominations and others. If these legal documents are not available, then our loved ones will need to go through the longer route to unfreeze our assets which can be costly and time consuming.
You are right. If that’s your cuppa, DIY is the way forward. My service is meant for those who would like to channel 100% of their time in managing their career growth and is open to collaborate with a professional to guide them on opportunities that is not on their radar. I always believe that financial products should never be sold, it should be professionally prescribed. It is about making better financial decisions time after time. If you value this, then that’s where having a Licensed Islamic Financial Planner could be of value.
True, however misfortunes, recession, retrenchment, illness, covid-19 and death do not only happen to those who are older, it can happen to anyone regardless of age. We should plan for our lives with much better care than we plan for our holidays. A temporary escape is good, but what’s permanent and everlasting is a change towards how we handle our financial well-being.
Upon signing the letter of engagement and remitting the advisory fee, the process to develop your financial plan can take up between one to three months. It depends on how much time you’re able to allocate to create and develop your holistic financial plan.
Like marriage, you’ll know it when you’re ready.
You can hold on to it until we have identified your financial goals. We will use what you already have to identify if there are any duplications or shortfall.
Let me be the first of many to share this good news with you – I have a Shariah investment formula that can outperform Amanah Saham Bumiputra. Now the ball is in your court to give yourself the opportunity to elevate your investment choices.
