Plans are nothing
Planning is everything
Your Trusted
Unit Trust Consultant
My Services
Retirement Planning
To ensure how much you would need to save for a comfortable retirement.
Education Planning
To estimate the future education cost, gauge how much you will need to save and consider the probable funding options for your children.
Cash Flow Management
To ensure you have a healthy cash flow.
Insurance
To ensure financial security for you and your family should anything unfortunate happen.
Estate Planning
To manage of how assets will be transferred to beneficiaries when an individual passes away
Tax Saving
To reduces the tax liability but also end up saving towards the various goals one has set at different life stages.
Entrepreneur Career
To build entrepreneur. Coaching, training, motivation provided. Responsible for planning, organising and delivering an appropriate range of programmes for teammates to assist them to achieve success in their career as an unit trust consultant.
About me
The Secret of Getting Ahead is Getting Started
My name is Sam. I'm Unit Trust Consultant (Agency Manager) from Public Mutual since 2015. I've been Million Ringgit Producer and Challenge Trip Qualifier since 2015 as well. And I provide financial planning service for my clients from all over Malaysia.
My responsibility is to identify and discuss with client about their financial goals and opportunities, educate clients about investment option and potential risks, monitor client's portfolio and determine changes are needed, analyze financial information by prepare and revise financial plans for client.
Currently I've assist my clients managing more than 40 millions of assets (AUM) and the numbers is growing rapidly. Based on your financial goals, I’ll work with you to create a customized plan of action for yourself.
The secret of getting ahead is getting started.
If you have different
MINDSET
You will have a different
OUTCOME
​
Jack Ma