Short Description

I'm a financial planner who prepares financial plans for people.

Insurance Types

• Savings and Investments
• Retirement
• Protection
• Medical and Critical Illness
• Investment
• Hospital and Surgical
• Home & House
• Car & Motorcycle
• Accident & Travel
• Other

Insurance Companies

• AIA & AIA Public Takaful

Languages

• Bahasa Malaysia
• English
• Tamil

Long Description

My job is determine client's current income, expenses, insurance coverage, tax status, financial objective, risk tolerance, and other information needed to develop financial plan. Then I make recommendations in areas such as cash management, insurance coverage, and investment planning.