Complimentary Financial Planning Assessment
Updated: Jan 9, 2021
𝐋𝐢𝐤𝐞👍 & comment "𝐅𝐏" below for a 𝐂𝐨𝐦𝐩𝐥𝐢𝐦𝐞𝐧𝐭𝐚𝐫𝐲 session💯
I’ve just ended my last session for this year 2020’s FinPlan4U event and I’ve gone thru 16 consultation sessions with the MOP on 1-to-1 𝐂𝐨𝐦𝐩𝐥𝐢𝐦𝐞𝐧𝐭𝐚𝐫𝐲 𝐈𝐧𝐢𝐭𝐢𝐚𝐥 𝐀𝐬𝐬𝐞𝐬𝐬𝐦𝐞𝐧𝐭 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 💸 2. Retirement 🛫 3. Investment 💲 4. Education 👨🎓👩🎓 5. Estate Planning 🏡
I’m glad that I’ve helped all who participated in my sessions to take charge of their financial situation to improve their financial position.💰
Although it’s a complimentary session which I’ve mentioned just now, all my participants really 𝐚𝐩𝐩𝐫𝐞𝐜𝐢𝐚𝐭𝐞 it and find that it’s very 𝐛𝐞𝐧𝐞𝐟𝐢𝐜𝐢𝐚𝐥 to them.
💥𝓕𝓲𝓷𝓪𝓷𝓬𝓲𝓪𝓵 𝓢𝓾𝓬𝓬𝓮𝓼𝓼 isn’t about buying the right product but about making the 🆁🅸🅶🅷🆃 Financial Decision.
If you have missed out this year’s FinPlan4U or interested to have a chat on your financial concern, please feel free to 𝐋𝐢𝐤𝐞👍 & comment 𝐅𝐏 below and I will arrange a complimentary slot with you 🤩