No product pushing, no BS pitch to get you to buy things you don’t need. #RealFinancialPlanners offer genuine and unbiased advice.
I value my time and experience to help you achieve your dreams by breaking it down into actionable steps.
*PROCESS
How I can be of service to you?
Ready to get serious on your personal finance? Get started with this 3 easy steps:
Step 1:
How can I be of service
Explore the range of services I provide. Let me know if you have something specific that I can assist.
Step 2:
Free 20 minutes call
Still unsure? Schedule a FREE 20 minutes discovery call with me. Let’s get to know each other!
Step 3:
Ready, Plan, Action
Having a plan is only work half-done, I will give you an execution checklist to achieve your dreams.
*BENEFITS
Why PlanNERD?
As a #RealFinancialPlanner, my time and effort is compensated with an upfront fee. I do not give free advice in hope to sell you products that you do not need. Here are some other benefits if I am your planner:
*CLIENTS
My ideal client profile
Just like all of you, I only have 24 hours a day. I need to ensure that my time is well invested to service people that benefit most with my help. If you fall into the below persona, I can’t wait to meet you!
University Students
You are young, energetic and passionate. You can’t wait to start the next journey of your life. You may not have thought much about your long term goal, but you know you are not interested to work 9-5 for the rest of your life. You want to achieve financial freedom as soon as possible.
If you are a university student, I look forward to plan your goals with you. The most important factor in the compound effect is time. You have plenty. I can’t wait for the day when you achieve your goals way earlier than your peers.
Young Working Adults
You are now in the working environment. You want to make a difference in your life and perhaps you already started accumulating some debt. You might be facing the quarter-life crisis or made some financial mistakes and want to find ways to rectify it before it is too late. Rest assured, you’re not alone.
I made a mistake myself by taking a huge loan and made my first investment when the timing was bad. I hope I had someone to guide me on my decision back then. Just like the uni students, you still have lots of time to make a change and achieve your dreams, allow me to show you how.
New Parents
Congratulations on your newborn! This may be your greatest achievement yet, as you grow your family tree from two to three. You want to gear up to become the best parent you can ever be and provide the best you can give to your family. As the arrival of your newborn may be overwhelming, you are worried that you may focus your attention on the day to day chore and lose focus on the bigger picture of planning your family’s future.
Allow me to be the person to clear the clutter and give you an objective execution plan to align your finance and routine towards achieving the dream you want to provide to your family.
PlanNERD
Financial consultant in Kuala Lumpur
P-7-3, Pusat Bandar Bukit Jalil,
Jalan Jalil Utama 2,
Bukit Jalil, 57000 Kuala Lumpur
T : 011-6263 1415
E : Marshall@planNERD.io
Hours
| Monday | 08:30-17:30 |
| Tuesday | 08:30-17:30 |
| Wednesday | 08:30-17:30 |
| Thursday | 08:30-17:30 |
| Friday | 08:30-17:30 |
| Saturday | 08:30-17:30 |
| Sunday | Closed |