Licensed Financial Planner
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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.
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
Getting quality, unbiased advice can make an enormous difference to your wealth and lifestyle, so it’s something you want to get right.
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.
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.
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.
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.