Huraian Ringkas

Graduated with Bachelor of Business Administration (HONS) and through the journey from a white-collar to a Certified Financial Planner with CMSRL license from the Securities Commission Malaysia, and FAR License from the Bank Negara Malaysia have given me a better exposure to the dilemma of majority white-collars and middle class.

Life is short, most of the people do not plan to fail, but they fail to plan. A goal without a plan is just a wish.(Antoine De Saint-Exupery) As a Certified Financial Planner, I always put myself in client\'s shoes, when it comes to recommending any financial solution. This in line with my mission to help as many people as I can to achieve financial goals.

Jenis Insurans

• Estate Planning

Syarikat Insurans

• AIA & AIA Public Takaful
• AIG Malaysia
• Allianz Malaysia
• AmAssurance & Kurnia
• AmMetLife Insurance & Takaful
• Berjaya Sompo Insurance
• Etiqa & Etiqa Takaful
• Gibraltar BSN Life
• Hong Leong Assurance
• Liberty Insurance
• Lonpac Insurance
• Zurich Takaful
• Manulife Insurance
• MCIS Insurance
• MPI Generali
• MSIG Malaysia
• Great Eastern Life & Takaful & OAC
• RHB Insurance
• Sun Life Malaysia & Takaful
• Syarikat Takaful Malaysia
• Tokio Marine
• Zurich Insurance Malaysia
• Takaful Ikhlas
• Prudential Assurance & Takaful
• QBE Insurance
• Tune Insurance Malaysia

Bahasa

• Bahasa Malaysia
• English
• Mandarin
• Cantonese

Huraian Panjang

Displayed here is just a few financial services and products with our company. Actually, we offer advisory more than financial services and products, which has displayed here. For instance, in investment, we compare different investment instruments such as unit trusts, local stocks, foreign stocks, Exchange Traded Funds (ETF), Private Managed Investment Stocks, Private Managed Unit Trusts, Private Retirement Schemes (PRS) from multiple companies to find the best suited investment products to clients. For instance, in insurance, we compare different insurance products from multiple insurance companies to match with needs of client.We strongly believe that different client has different financial needs. For example a doctor cannot give the same fever medicine to different patients. As a Licensed Financial Planner and Licensed Financial Advisor, I provide independent and without bias advisory and solution in Insurance Planning, Retirement Planning, Investment Planning, Offshore Insurances & Investments; Investment Planning, Business Succession Planning, Family Trust Planning, Estate Planning and so on to my clients. The following is summary of my advisory areas and our company’s business partners:
a) Life Insurance
AIA Berhad
Allianz Life Insurance Malaysia Berhad
Ammetlife insurance berhad
AXA Affin Life Insurance Berhad
Great Eastern Life Assurance (M) Berhad
Hong Leong Assurance Berhad
Manulife Insurance Berhad
Prudential Assurance Malaysia Berhad
Gibraltar BSN Life Berhad
Zurich Insurance Malaysia Berhad
MCIS Insurance Berhad
Tokio Marine Life Insurance Malaysia Bhd
Etiqa Life Insurance Berhad

b) General Insurance
Chubb Insurance Malaysia Berhad
AIG Malaysia Insurance Berhad
AXA Affin General Insurance Berhad
Allianz General Insurance Co. (M) Berhad
AmGeneral Insurance Berhad
Kurnia Insurans
Berjaya Sompo Insurance Berhad
Lonpac Insurance Berhad
MSIG Insurance (M) Berhad
MPI Generali Insurans Berhad
Overseas Assurance Corp (M) Berhad
QBE Insurance (M) Berhad
RHB Insurance Berhad
Tokio Marine Insurans (M) Berhad
Tune Insurance Malaysia Berhad
Liberty Insurance Berhad

c) Takaful
AIA Public Takaful Berhad
Etiqa Takaful Berhad
Syarikat Takaful Malaysia Berhad
Takaful Ikhlas Sdn Bhd
Hong Leong MSIG Takaful
Zurich Takaful

d) Insurers Registered under LFSA
Archipelago Life Insurance Ltd
Investors Trust Assurance
Hansard International Limited
Premier Assurance Group

e) Will & Trust
Pacific Trustees Berhad
Amanahraya Trustee Berhad

f) Bereavement Care

g) Migration Planning

h) Financial Planning

I) Investment
Phillip Capital
Phillip Mutual
Aberdeen Standard
Affin Hwang Capital
Amanah Mutual Berhad (AMB)
AmInvest
Amundi Asset Management
ARIM AmanahRaya
BIMB Investment
CIMB Principal Asset Management
EastSpring Investments
Franklin Templeton Investments
Inter-Pacific Asset Management
KAF
Kenanga Investors
Libra Invest
Maybank Asset Management
Manulife
Midf Amanah
Nikko Asset Management
OPUS Asset Management
Pacific Mutual Fund
PMBINVESTMENT
SATURNA
PHEIM Unit Trust Berhad
RHB Asset Management
RHB Islamic International Asset Management
TA Investment
UOB Asset Management
(Investment instruments are not limited only at 420 Unit Trusts funds, we do offer Private Managed stocks (multiple local small caps&medium caps or local blue chips in a single account as well as Thailand stocks, Japan Stocks, Singapore Stocks, China/Hong Kong Stocks, Global Stocks, Asia Stocks in a single account), private managed unit trusts (various good unit trusts in one single account), private managed ETF, which are well managed by experienced fund managers)

J) Private Retirement Schemes
Kenanga Investors
CIMB Principal Asset Management
RHB Asset Management
Affin Hwang Capital
AIA Pension & Asset Management
AmInvest
Manulife

Should there be any enquiries, please do not hesitate to contact me at 017-(phone hidden) or email at (email hidden)

Thank you and have a nice day!