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I am David Chang, currently a Wealth Planner of not more than 5 years in the industry. I have a vast experience in Investment Banking, Retail Banking, Premier/Priority Banking and Private banking. I used to provide my financial expertise to clients who has a portfolio of MYR 3,000,000 deposits and investments with the bank. My 10 years experience in the investment and retail banking industry can add on huge values in my services to you as a client.
What i can help you?
1. Estate planning
2. Insurance planning
3. Wealth planning
4. Legacy planning
5. Keyperson insurance
6. Investments
7. Tax savings