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- Cashflow management
- Financial Protection
- Investment Portfolio Management
- Retirement Planning
- Children Education Planning
- Business Succession & Estate Planning
- Family Trust
Licensed Financial Planner
A Financial Planner typically prepares financial plans, comprehensive or modular, for his clients. The kinds of services financial planners offer can vary widely.
As a licensed financial planner (eCMSRL/B8913/2019) and authorized Unit Trust Consultant (043-0-21923) Faiz Wahab provides professional financial advisory and planning services to professionals and business owners.
The advisory services consist of restructuring client financial position, retirement planning, investment planning, wealth protection, and Muslim estate planning.
Faiz Wahab, is an active member of the Malaysia Financial Planning Council (MFPC). He shares actively about investments especially stock market-related information on the internet
He actively shares on the internet media on stock market matters, apart from being interviewed on financial related topics by local media.
He is HRDF Certified Trainer and also a Capital Markets Services Representative License holder with Phillip Wealth Planners Sdn Bhd.
He is so passionate about educating the public about financial planning and investment via his website faizwahab.com, social media, seminars, workshops, and mass media.
Faiz Wahab is also a speaker for the corporate talk in public events. He has been invited to speak at conferences, conventions, and including universities.
His mission is to empower more people to invest with the right investing methodology in order to be an intelligent investor.
We have a range of solutions tailored to fit your needs, regardless of your stage of life.
A financial plan is a comprehensive statement of an individual’s long-term objectives for security and well-being and a detailed savings and investing strategy for achieving those objectives.
Investment planning focuses on identifying effective investment strategies according to an investor’s risk appetite and financial goals. There is a wide variety of investment options, including shares, bonds, mutual funds, derivatives, real estate and precious metals.
Financial protection is an essential part of universal health coverage. It means that people should not suffer financial hardship due to paying for health services.
An individual’s financial health can be measured in a number of ways. A person’s savings and overall net worth represent the monetary resources at their disposal for current or future use.
A Financial Planner typically prepares financial plans, comprehensive or modular, for his or her clients. The kinds of services financial planners offer can vary widely. Ideal financial planners coaches, guides and plan every aspect of their clients’ financial life holistically. Such ideal financial planners are independent, not tied to any bank, insurance or investment companies, and act wholly for the interest of their clients.
Getting quality, unbiased advice can make an enormous difference to your wealth and lifestyle, so it’s something you want to get right.
In order to conduct this activity, the Financial Planner required to hold Capital Market Services Representative License (CMSRL) as approved by Securities Commissions Malaysia. The license number is eCMSRL/B8913/2019
Financial Planning covers large scope of services. We are able to provide you a peaceful mind and hassle-free plans and execute on behalf of client.
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