Who is a Financial Planner? Why You Need One in Malaysia?

Financial Planner is a professional person who provide financial advice and solutions to clients regarding investment, insurance, tax, wealth management, retirement planning, estate planning etc. The primary role of a financial planner is to assist clients by creating personal budget; establishing objectives for saving/investing; managing expenses and implementing necessary steps to achieve personal financial goals.

Financial planners are not just for rich people. So, why everyone needs to engage a Licensed Financial Planner? A Licensed Financial Planner in Malaysia, they need to be licensed by the Securities Commission and Bank Negara Malaysia. They are well trained in providing financial consultations based on clients’ interest first. Financial Planning involved lots of technical and complicated calculations, so Financial Planners are here to save your times and work because they are trained to be expertise to work on this.

In addition, a Licensed Financial Planner is also a middleman in between clients and other financial professionals, who offer guidance legal, estate management and personal tax planning.

In conclusion, a Licensed Financial Planner is a financial coach and they are ready to guide you along the route to achieve your financial goals and objectives.