HOW I HELP MY CLIENTS
I use mutual funds as the platform to provide long-term investment solutions to investors, specifically for long-term retirement purposes. These investment solutions using mutual funds can also be applied for other long-term investment objectives such as Education Investment for children as well as Endowment Plans.
In addition to being the founder of my own agency in Public Mutual and having 13 years of experience in this industry, I am also a Registered Financial Planner (RFP) licensed by the Malaysia Financial Planning Council (MFPC), in addition to holding a Bachelor of Science (Economics) from the University of London. Moreover, I am a financial practitioner and investor (just like my clients). Through the realisations from my own investment journey, I’m better equipped to help my clients understand profit is actually just a single aspect of the many characteristics of an investment that need to be taken into account to ensure it’s suitability for a client.
I provide customised mutual fund investment plans suited to each client’s unique personal financial situation. Because I know that the client’s circumstances can change over time, and so we help ensure that their investment plan has flexibility to deal with that.
MY OTHER SERVICES AVAILABLE
-Private Retirement Scheme (PRS) Investment
-Staff Retention Program
-Corporate Cashflow Management
-Corporate Financial Literacy Talks