Professional and Independence
Financial Planning Services 专业和独立财务规划服务
财务创造,累积,保存,分配... ... Wealth Creation, Accumulation, Preservation & Distribution
你是否掌握和检视自己的财务状况? “懂得管理财富,比赚钱更重要” Financial Service Offer 财务规划服务-Cash Flow & Saving Planning 现金流动和储蓄规划 -Investment Risk Profiling-投资风险测试 -Risk and Insurance Planning 风险与保险规划 -Educational & Retirement Planning 教育与退休规划 -Will Writing & Custodial Service 立写遗嘱和保管服务 -Estate Planing & Asset Conservation 资产策划和保存资产 -Personal Tax Planning 个人税务规划 -Personal Financial Plan 个人财务蓝图/计划 -Personal Insurance Policy Review 个人保险保单分析 -Private Trust Creation信托管理服务 -Business Succession Planning 生意延续计划 -Personal & Corporate Investment Planning 个人或生意投资规划 -Enterprise Risk Planning 企业风险管理 -Bereavement Care Service 殡仪服务 Certification And Licenses Background 专业背景 -PCEIA (Life)-2008-0I-E-IL -CEILLI (Investment Link)-2008-13-E-AC -FMUTM (Unit Trust)-0090-0-47956 -Associated Financial Planner (AFPM)-A11863-09 -Certified Financial Planner (CFP) from FPAM -FAR from Bank Negara -CMSRL from Securities Commission
(Formerly known as Lion Wealth Advisors Sdn Bhd) 拥有大马证券监督委员会财务规划执照公司 拥有大马证券监督委员会独立信托基金顾问执照公司 拥有大马国家银行财务顾问执照公司 http://www.financialfreedom.com.my
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