Cheong Kwang Siang, CFP® (eCMSRL/B9966/2020) approved by Securities Commission
Financial Adviser Representative approved by Bank Negara Malaysia
Please SELECT your FINANCIAL NEEDS, we will assist you shortly.
CASHFLOW MANAGEMENT: Personal/Business Cashflow account, Emergency Fund SET UP.
FINANCIAL PLAN ENGAGEMENT
PORTFOLIO INVESTMENT: FREE ACCOUNT OPENING, UT, EPF, PRS, Multi Currency, ETF, Offshore, Stocks etc.
INSURANCE PLANNING: Policy Review / Family / Income / Legacy Protection
ESTATE PLANNING: Will Writing & Trust / Wasiat
TAX PLANNING: Personal or Business
FULL SET ACCOUNTING & BOOK KEEPING SERVICE
CAR INSURANCE/ROADTAX : Please send insurance Cover Note / Geran for Renewal
TRADE LICENSE or COMPANY/BUSINESS SET UP
HOUSE OWNER & HOUSE HOLDER: Fire / Burglar / Flood / etc.
CORPORATE/SME INSURANCE: Group PA / Group Medical / Public Liability etc.
CONSTRUCTION/PROJECT INSURANCE: All Risk / Workmanship Compensation / Liability etc.
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