Welcome, I'm Marshall
I am a Financial Planner
I help clients achieve their financial and life goals.
*what the heck is a Financial Planner?
A true Financial Planner provides comprehensive solutions to all your financial needs.
I work with a team of professionals to help clients plan their finances from A to Z. From budgeting to debt management, insurance planning and estate planning, investment to portfolio management..
We represent clients’ best interest to search for a suitable solution to achieve their financial objectives.
In this meeting, I will listen to your financial concerns and discuss what financial planning can do to help you achieve your financial objectives. Identifying your financial goals and objectives will be the foundation of your financial plan.
We delve a little deeper into what you want to do in the future, how much your current lifestyle costs, what financial commitments you have and what future aspirations you have. To correctly establish an overall picture of your finances, goals (short, medium and long term), and attitude to risk, a detailed financial questionnaire will be completed.
When all of the required information has been gathered, I will analyse it in order to fully understand how your current finances can be optimised to achieve your objectives. This process includes determining how well the your investments match up to your risk profile, if you have a sufficient emergency fund in place.
Once the analysis and development of your financial plan is complete, I will outline the recommend course of action. After the plan has been presented, we will thoroughly discuss the plan and address any questions or concerns, and review the plan if necessary.
After agreeing on the final structure of the plan, I will then handle all of the changes required on your behalf, to ensure all items are completed appropriately and efficiently.
At this meeting, I will listen to your financial concerns and discuss what financial planning can do to help you achieve your financial objectives. Identifying your financial goals and objectives will be the foundation of your financial plan.
How Can I Help?
If my service interest you, but not sure how to start?
Drop my a message, my DMs are open.
No bias. No pressure. No obligation.
Just clear, concise,
Let's talk about your goals.
Let's have a chat
+6011 5627 1931
Send me an email
FA Advisory Sdn Bhd
Suite 29-6, Level 29, Menara 1 Mont’ Kiara
1 Jalan Kiara, Mont’ Kiara
50480 Kuala Lumpur