Klang Valley, Selangor.
Cantonese, English, Malay and Mandarin
Financial Adviser’s Representative (FAR)
Capital Market Services Representative License (CMSRL)
Seeing myself as an educator, I strive to guide my clients to avoid financial pitfalls and share with them enough knowledge so that they could make informed decisions in managing their lives.
My 4 core offerings to clients are Cash Flow, Protection, Accumulation, and Distribution Planning. Most of my clients are young professionals between the ages of 20 to 35, who are at the initial stages of building their careers. Most are looking for directions on how to maximize their resources for building a safety net or make their money work harder for them.
I work best with clients that want to help themselves as one must take charge and be accountable for their life. The saying rings true: If you do not plan for life, life will plan for you.. Hearing stories from various sources allow me to offer a unique perspective to clients facing challenges in their planning. When all my clients can retire comfortably and achieve what they want in life, then I would consider my practice to be a success.
Besides Individuals, I assist corporate clients in their risk management as well as employee insurance benefits. In alignment with my values, I strive to provide the best solution to my clients and ensure that their valuable assets are sufficiently covered and secured. I am currently working with clients from food manufacturing (providing product liability insurance) and Information Technology (providing professional indemnity insurance) industries. As for employee benefits (Group Medical and Personal Accident Insurance), I am experienced in providing coverage for staff member sizes of up to 40 pax.