Advisor
HOW CAN YOU GET THE FRAGRANT PLUM BLOSSOM WITHOUT GOING THROUGH THE BONE-CHILLING COLD
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Maggie Chew

RFP, Shariah RFP
Location

Perak, Klang Valley, Kuantan, Melaka, Johor

Spoken Language

Chinese, English, Bahasa Malaysia, Hockien, TeowChew, Cantonese

License

Licensed Financial Planner (LFP)

Capital Market Services Representative License (CMSRL)

About Maggie Chew

Maggie Chew holds a Bachelor’s Degree from Taiwan National Chengchi University with 4 years scholarship.

She started this career in 2007 with Prudential Assurance agent. Since then, She has accumulated over 200 clients. In 2015, She obtained her Financial Planner license, a credential governed by Bank Negara and the Securities Commission.

With VKA Wealth Planner, she assists clients to create personal budgets, working out objectives for savings, controlling expenses, and ultimately, implementing the steps necessary to create and build wealth.

She provides insurance services, investment advice, provides record keeping, and also annual reviews on performances on the financial impact of her clients.

Specialises In

  • Retirement Planning
  • Investment Planning
  • Insurance Planning
  • Estate Planning & Trust Solutions
  • Employee Benefits
  • Children Education Planning
  • Family Wealth Succession Planning
  • Property & Casualty Insurance
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Number of Clients Advised
0
Years of Experience

Special Events

  • Business Sharing

Achievements

  • Will/Wasiat Writing Award (Min 20 Cases)
  • 2022 Top Adviser - 1st Runner Up
  • Will Writing Top Producer

Client Testimonials

Maggie Chew is a professional insurance practitioner whom I admire. First of all, she has a wide insurance business portfolio, but she never hard sells. Usually, she takes the initiative to review my personal insurance, including my company's various types of insurance. Previously, our company's car had a serious accident and a personal accident policy. The original agent would not handle it, but Maggie was able to assist in handling it. After a few months, our company finally got a reasonable claim. She can put the interests of her customers first, which is great! Maggie has a cheerful personality and is full of love for people. When you don't want to talk about insurance, she doesn't talk about it. When you want to talk about insurance, she will give you the most pertinent and suitable professional answer. I, my wife, and my children are all comfortable buying insurance from her. I have been very satisfied with her service for more than 10 years.
Sharon Poh Siew LeeDirector, FlexiMath
Maggie Chew is a professional insurance practitioner whom I admire. First of all, she has a wide insurance business portfolio, but she never hard sells. Usually, she takes the initiative to review my personal insurance, including my company's various types of insurance. Previously, our company's car had a serious accident and a personal accident policy. The original agent would not handle it, but Maggie was able to assist in handling it. After a few months, our company finally got a reasonable claim. She can put the interests of her customers first, which is great! Maggie has a cheerful personality and is full of love for people. When you don't want to talk about insurance, she doesn't talk about it. When you want to talk about insurance, she will give you the most pertinent and suitable professional answer. I, my wife, and my children are all comfortable buying insurance from her. I have been very satisfied with her service for more than 10 years.
Tan Chee Hong Director, Hezong Trading Sdn Berhad
Maggie Chew has been our one stop center, a reliable Financial Advisor and a friend. She has helped to review all my insurance policies (taken under various insurance companies) and has highlighted my insurance protection shortfall. For this I am grateful as I realized I am not adequately covered in terms of my health insurance. She has also highlighted the importance of making a will and will be able to assist me at a very reasonable fee. Maggie has also helped to invest some of my funds into unit trusts, and I rely a lot on her to monitor my funds. When my daughter was hospitalized she was there to check on us and made sure my daughter’s medical claim was done swiftly, without much hassle. Also, when my mum passed on, she was definitely one of the first few friends whom we confided in. She has rendered her assistance to help with mum’s life insurance claim and other matters relating to mum’s assets. All of these were made simple as she would compile the relevant documents and do all the running around on our behalf. My family and I wish to say thank you for this.
Joyce Law Chieh YeingManager, RSM Corporate Advisory
Maggie is a caring and responsible FA. She does not feel bad even if the group policy is not under her and as long as there is a claim, she will go all out to help me deal with it. She is also very experienced in investments and helps me and my children make good investment plans. In insurance, she has also done comprehensive management of my policies.
Tan Pik LaiHeadmaster, SJK(C) Poay Chneh
Maggie is caring, ethical, and knowledgeable, always interested in my needs and providing the best advice on my financial planning. I have been more than happy with the results in the 5 years I have been with her as a client and now friend. I highly recommend Maggie for her professionalism and great service.
Bong Bui KimSales Manager
Maggie is very responsive and has extensive product knowledge. She is able to customize products that best suit my needs and budget after patiently explaining the products’ pros and cons. I strongly recommend her to potential clients.
Amos Law Chih ChienExecutive Director, Crowe Governance Sdn Bhd
Maggie helped us review our financial planning back in November 2021. She has been very patient with us in explaining our financial standing and insurance coverage. She constantly follows up with us on our doubts and queries about the planning she has done for us. She is not like any other financial planner I have met who only prioritizes commission earnings and not taking care of her clients' needs. She has also become our friend throughout this whole process and discussion.
Jeff LimSole Proprietor
Maggie is a very experienced and responsible FA. She has extensive knowledge of financial management. She always stands by the side of clients. She has the patience to understand a client's needs. She always seeks the best financial plans for the benefit of her clients.
Beh Chan Chen Share Investor

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Your Financial Bridge for Life

Company

For Personal

For Corporate

For Premier Wealth

E-Services

Stay Connected

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