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”

“精明理财是通往致富的钥匙”



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

 

 

Fin Freedom Sdn Bhd (680225-H)

(Formerly known as Lion Wealth Advisors Sdn Bhd)

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




杨子佑硕士-Yong Chu Eu

专业执照财务规划师

(FAR, CMSRL, CFP, B.Sc., M.Sc. (UPM)

Off:  (04) 644 3467/ 644 3466  | Fax: (04) 645 3544

ceyong @ financialfreedom.com.my