#YourFinanceDoctor is a licensed financial advisor helping people manage their finances. As many people are often illiterate when it comes to managing their money, a licensed financial advisor can provide the necessary help in ensuring that the money is used in ways that fulfills the person's objectives.
#YourFinanceDoctor is a licensed financial advisor with Financial Adviser's Representative (FAR) by Bank Negara Malaysia. He holds a Capital Markets Services Representative's License (CMSRL) issued by the Securities Commission. This license allows him to help you with financial planning, deal with Securities Restricted to Unit Trust, and also deal in Private Retirement Scheme (PRS).
#YourFinanceDoctor is an independent party that provides people who engage them the financial advisory services based on the person's financial needs. #YourFinanceDoctor offers a wide range of services from insurance to investments and will writing, to name some. It all depends on what sort of help you need to manage your finances.
#YourFinanceDoctor can be regarded as a one-stop centre, as he is able to source for multiple plans from different companies, so that you get a plan that best suits your needs. He offers comprehensive wealth management solutions with unbiased advice and recommendation which include:
Comprehensive personal financial plan
Cash flow management plan
Loan cancellation plan
Investment plan
Children education plan
Personal life & medical insurance plan
Insurance policy review
Retirement plan
Business succession plan
Employee benefit scheme
General insurance services
Will planning and writting
Private trust creation plan
Financial education services
Why choose #YourFinanceDoctor?
If you are able to understand the intricacies of managing your finances, all good and well. But if you need someone to help you optimise on your wealth management, you should talk to #YourFinanceDoctor. When #YourFinanceDoctor deals with you as a client, all the advice and recommendation is based on reasonable basis, taking in account your financial objective, financial situation and personal needs.
Interested?
To get in touch with #YourFinanceDoctor, fill up this simple form, and #YourFinanceDoctor will get in touch with you!