-Cash Flow，Saving & Investment Planning 现金流动，储蓄和投资规划
-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
-Trust Connection Service 信托管理服务
-Business Continue Service 商业延续计划
-Bereavement Care Service 殡仪服务
-Mortgage & Finance Planning 贷款和金融服务
-Tax Planning 税务规划
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)
Strategic Partner Company
Life Insurance 人寿保险
- Great Eastern 大东方保险
- American International Assurance - AIA
- Allianz Life Insurance Malaysia Bhd.
- AmAssurance Bhd.
- AXA Affin Life Insurance Bhd.
- Manulife Insurance Bhd.
- Prudential Assurance Malaysia Bhd.
- Uni.Asia Life Assurance Bhd.
General Insurance 普通保险
- AIG General Insurance Malaysia Bhd.
- AXA Affin General Insurance Malaysia
- MSIG Insurance Malaysia Bhd.
- Oversea Assurance Corporation Malaysia Bhd.
Unit Trust 信托投资
- iFast Capital Sdn. Bhd.
- Prudential Fund Management Bhd.
- Phiem Unit Trust Managemant Bhd.
- Phillip Mutual Bhd.
- RHB Investment Bhd.
- Public Mutual 大众信托
Alternative Investments 其他国际投资管道
- MAA International Assurance
- ProTrust Asia Pte. Ltd.
- Walton International
Professional Wills Writting, Trust Creation, Bussiness Protection & Estate Planning Services 遗嘱，信托服务，生意延续计划，遗产规划
- OSK Trustee Bhd.
- Rockwills 乐委机构
- Public Trust 大众信托
Bereavement Services 殡仪服务
- Xiao En Bereavement Care 孝恩园
- NV Multi Corporation Berhad 富贵集团
- Blissful Memorial Park Sdn. Bhd 积福山庄
