0812 9777 7677
Date Of Birth:
Pantai Indah Kapuk
I am Personal Financial Planner and Wealth Designer, with total 25 years of professional experiences in Finance, which includes 15 years of corporate financial management, and more than 13 years of personal financial management.
My passion is dedicated to design successful financial life to every family. Specialties include : Income Protection, Assets Accumulation & Allocation, Estate Planning (Wealth Preservation), Tax Planning, Retirement Plan, College Savings, and Investment.
As empathetic wealth designer, I always devise financial solutions to suit my clients goals and needs”. I give clients the best possible advice to save, protect and grow their money. Therefore to ensure these, I only provide my clients the best financial products available from my preferred partner, the leading company in financial planning services.
In planning it's important to know what you have & what you need/want, so I can show you how to get there. Your cost of living (groceries, utilities, and mortgage), saving, and retirement, are all sit on a solid foundation, your income.
The sooner you start saving for retirement and education, the better, because time is on your side, so that your money grow exponentially through the power of compound interest. I can help you find the right investing strategies to save and stay on track.
You can't predict the future, but you can plan for it. Unexpected expenses (medicare, long-term care) may be inevitable, but they don't have to derail your financial goals. Save huge amount of money on healthcare cost through Medicare Saving Program.
We believe everyone needs an estate strategy. Why ? Because it's not about how much money you make, it's how much you keep & how many generations you keep it for. Without strategy, decisions about your family's assets may likely be controlled by law/courts.