Kuala Lumpur, Selangor, Terengganu, Kuantan.
English, Bahasa Malaysia, Chinese, Cantonese, Hokkien
Licensed Financial Planner (LFP)
Islamic Financial Planner (IFP)
Capital Market Services Representative License (CMSRL)
Angie Ng graduated with a Bachelor in Economics from Universiti Utara Malaysia in 1998. She built up extensive knowledge in accounting and finance over the next 13 years.
She wanted to put her knowledge of finance into helping Malaysians directly. With that in mind, she started exploring the insurance industry in 2011 and achieved her MDRT during her career in the insurance industry. She extended her advice in estate planning in 2015 and achieved a rising star in estate planning in the same year.
As she wanted to be more professional and give tip-top advice, Angie decided to sit for the grueling Certified Financial Planner designation. She qualified for it in July 2016. She has further her Islamic Financial Planning in the Year 2017 and qualified for it in January 2018.
Currently, she is a Licensed Financial Planner who provides holistic financial planning to an individual especially a family with children, working adults, retirees and SME owners by understanding their overall financial situation through cash flow, assets and liabilities, goals and objectives.
By going through client’s current financial situation and desired goals, she is able to improve their finances by optimizing their current financial resources and minimizing their financial risk through effective cash flow management, debt management, risk management, wealth accumulation including children’s education and retirement planning and estate planning for individual including Muslim client in order for them to achieve their desired financial goals.