All about Financial Planning

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Accredited Certified Financial Planner with more than 10 years of experiences.Provide Professional Financial Planning Services including Will-Writing,Private Family Trust &Foundation, Offshore Insurance and Investment.. 毕业于北大经济系荣誉学位,考获AEPP, PCE, CEILI, IPPC, PRS,CFP, 也是FPAM, LIAM 成员。 拥有7 年的金融业务经验,2016 年加入乐委机构成为乐委资产规划专员。(ROCKWILLS ESTATE PLANNER)
一直抱着一个信念就是给予顾客最满意的到家服务, 帮助顾客达到最完善的资产规划及给予各方面的理财资讯。

Glad I’m one of them 😉
29/05/2022

Glad I’m one of them 😉

23/05/2022
还有更多您或许知道/不知道关于资产规划的事~ 欢迎私聊
18/05/2022

还有更多您或许知道/不知道关于资产规划的事~ 欢迎私聊

很多人以为遗嘱有写就OK了。 殊不知,遗嘱可以重写。 那你可能会问:可以写几次叻? 答案是。。。无数次! 但是最新的一份为有效的遗嘱。 可以点近一下图片了解更多。 有任何疑问,请pm 我哦。
01/09/2021

很多人以为遗嘱有写就OK了。
殊不知,遗嘱可以重写。 那你可能会问:可以写几次叻? 答案是。。。无数次! 但是最新的一份为有效的遗嘱。 可以点近一下图片了解更多。

有任何疑问,请pm 我哦。

亲爱的家长们,您可知道,低于21岁的孩子也是您的"资产"。万一发生什么事情的话,您的孩子由谁来看管? #晚上睡前需想的问题想好了可以PM我
27/08/2021

亲爱的家长们,您可知道,低于21岁的孩子也是您的"资产"。
万一发生什么事情的话,您的孩子由谁来看管?

#晚上睡前需想的问题

想好了可以PM我


https://youtu.be/87e8NSJBw20 看完短片后,如果有任何疑问请拨打热线。。。   #资深资产规划员
18/07/2021

https://youtu.be/87e8NSJBw20
看完短片后,如果有任何疑问请拨打热线。。。


#资深资产规划员

很多人认为资产规划是有钱人才需要做的事情,但是这个想法是不正确的。即日浏览我们的网站或者联络我们的遗嘱规划员以了解更多如何通过完善的资产规划来保护您的挚爱。

How do i know that i have unclaimed monies with bank?Found out an interesting website and I trust that every Malaysian s...
14/07/2021

How do i know that i have unclaimed monies with bank?
Found out an interesting website and I trust that every Malaysian should pay a visit to this web --->https://egumis.anm.gov.my/
click on this link and register yourself, key in your NRIC and you might be surprised with the monies left in some banks. Good luck 😆
如何知道你有没有被遗忘的资产在银行?
按下这链接---》https://egumis.anm.gov.my/
注册户口,然后打下你的登记号码,你可能会有所惊喜哦!!!



Graciass Tew David Ooi

eGUMIS

A bit crazy but this only able to happen during WFH. When i want to listen to certain important parts, I turn it loud an...
18/06/2021

A bit crazy but this only able to happen during WFH.

When i want to listen to certain important parts, I turn it loud and mute another speaker.
Oppsss....


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Pinang
10470

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+60174086018

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