Get Independent , Professional & Personalised Financial Advice

I am a Fiduciary Licensed Financial Planner who provide Non-biased and  Hollistic financial planning by looking at your financials in 360°

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About Me

Fulltime, Experience, Independent and  Comprehensive Financial Planner that focus on helping  people in making informed financial decisions through  Professional and Non-biased financial advisory. 

I assist my client to achieve their financial goals by providing holistic end-to-end wealth management services in financial planning.

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Why Choose Me

QUALIFICATIONS
Medical Degree from Royal College of Surgeons in Ireland & Penang Medical College
( MB BCH BAO )

Professional Qualifications 
1. Shariah Registered Financial Planner ( ShRFP )
2. Certified Financial Planner ( CFP student )

MEMBERSHIP 
1. Malaysia Financial Planning Council ( MFPC )
2. Member of Malaysia Financial Planning Association Malaysia ( FPAM )

  • Security Comission :  Capital Market Service Representative License    eCMSRL/B8241/2018
  • Bank Negara Malaysia : Islamic Financial Adviser ( IFA )
  • Federation of Investment Managers Malaysia : 043-0-21791 
  • Federation of Investment Managers Malaysia (PRS ) : P-043-0-20323
  • 3 years in government as Healthcare Professionals 
  • 7 years in financial industry ( Since 2015 )
  • 12 years in business
  • 10 years in business management
  • Currently having  7 digit assets under management
  • Managing High Net Worth individuals

I work best with Busy Professionals and Business Owners :

  • Private Hospital Specialists & Consultants
  • Government Medical Officers & Specialist
  • Engineers & Consultant Engineers
  • Dental & Medical Clinic Owners
  • Busy Professionals : Doctors, Lawyers, Architects, Accountants
  • Business Owners 

Wealth Services

.01

Cashflow Analysis

Analysis of income & spending and advice on proper budgeting

.02

Financial Health

Get to know your financial position through analysis & assesment

.03

Debt Management

Get best advice on how to  manage & pay off debts

.04

Wealth Protection
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.05

Investment Planning

Achieve financial goals through Diversified Portfolio & Asset Allocation

.06

Education Planning

Get expert advice to secure your children’s future 

.07

Retirement Planning

Assure how your wealth can retire you on time, comfortably and lasts for entire life

.08

Legacy Planning

Prepare wealth transfer using Will, Wasiat, Hibah, Waqf & Trusts

Fees & Charges

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