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  • Robert Tu (R2)

Complimentary Financial Planning Assessment

Updated: Jan 9

๐ˆ'๐ฆ ๐ƒ๐จ๐ง๐žโ—๐ˆโ€™๐ฏ๐ž ๐Ÿ๐ข๐ง๐ข๐ฌ๐ก๐ž๐ ๐Ÿ๐จ๐ซ ๐ญ๐ก๐ž ๐ฐ๐ก๐จ๐ฅ๐ž ๐ฐ๐ž๐ž๐ค ๐Ÿ˜ฑ#r2money#r2money

๐‹๐ข๐ค๐ž๐Ÿ‘ & comment "๐…๐" below for a ๐‚๐จ๐ฆ๐ฉ๐ฅ๐ข๐ฆ๐ž๐ง๐ญ๐š๐ซ๐ฒ session๐Ÿ’ฏ

Iโ€™ve just ended my last session for this year 2020โ€™s FinPlan4U event and Iโ€™ve gone thru 16 consultation sessions with the MOP on 1-to-1 ๐‚๐จ๐ฆ๐ฉ๐ฅ๐ข๐ฆ๐ž๐ง๐ญ๐š๐ซ๐ฒ ๐ˆ๐ง๐ข๐ญ๐ข๐š๐ฅ ๐€๐ฌ๐ฌ๐ž๐ฌ๐ฌ๐ฆ๐ž๐ง๐ญ on Financial Planning. My participants range from youngest 17 years old to retirement age.


For the past 1 week, Securities Commission Malaysia has organized an event called #FinPlan4U which is catered for the Members of Public (MOP) who are interested in #investment, #financialplanning or other financial concern to participate.

Similarly to previous years, Licensed Financial Planner like us will be assigned to provide unbiased advice / consultation to the MOP as well as awareness to their financial health.

Our topics for this year are 1. Money Management ๐Ÿ’ธ 2. Retirement ๐Ÿ›ซ 3. Investment ๐Ÿ’ฒ 4. Education ๐Ÿ‘จโ€๐ŸŽ“๐Ÿ‘ฉโ€๐ŸŽ“ 5. Estate Planning ๐Ÿก

Iโ€™m glad that Iโ€™ve helped all who participated in my sessions to take charge of their financial situation to improve their financial position.๐Ÿ’ฐ

Although itโ€™s a complimentary session which Iโ€™ve mentioned just now, all my participants really ๐š๐ฉ๐ฉ๐ซ๐ž๐œ๐ข๐š๐ญ๐ž it and find that itโ€™s very ๐›๐ž๐ง๐ž๐Ÿ๐ข๐œ๐ข๐š๐ฅ to them.

๐Ÿ’ฅ๐“•๐“ฒ๐“ท๐“ช๐“ท๐“ฌ๐“ฒ๐“ช๐“ต ๐“ข๐“พ๐“ฌ๐“ฌ๐“ฎ๐“ผ๐“ผ isnโ€™t about buying the right product but about making the ๐Ÿ†๐Ÿ…ธ๐Ÿ…ถ๐Ÿ…ท๐Ÿ†ƒ Financial Decision.

If you have missed out this yearโ€™s FinPlan4U or interested to have a chat on your financial concern, please feel free to ๐‹๐ข๐ค๐ž๐Ÿ‘ & comment ๐…๐ below and I will arrange a complimentary slot with you ๐Ÿคฉ

#financialfreedom #financialliteracy #LicensedFinancialPlanner #estateplanning #education #retirement

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