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Wealth Planner

RM 2,500 - RM 2,999 / month

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Yes, financial planners assist individuals with personal financial matters by providing specialized advice in areas such as: Retirement Planning – Helping clients prepare for a financially secure retirement by assessing savings, investments, and expected expenses. Investment Planning – Advising on asset allocation, risk tolerance, and portfolio management to achieve financial goals. Risk Management & Insurance Planning – Ensuring clients have adequate insurance coverage (life, health, disability, etc.) to protect against financial risks. Tax Planning – Offering strategies to minimize tax liabilities while staying compliant with regulations. They create personalized financial strategies, ensure the accuracy of financial records, and uphold ethical standards while prioritizing client needs.