Jennifer Geok
License No.: eCMSRL/A9783/2009
Financial Advisory Manager
What is keeping you up at night? Is it…
- Fear of running out of money?
- Living paycheque to paycheque?
- Being unable to keep track of your money?
Financial planning is rather like piecing together a jigsaw puzzle. You may have a clear picture of the life you want to build, but are confused about how to optimize your financial resources. But unlike a jigsaw puzzle where you can start again if the pieces don’t fit together, making the wrong financial decision may cost you dearly. Fortunately, all that can be avoided with the guidance of a Licensed Financial Planner (LFP).
As a LFP specializing in Lifestyle Financial Planning, I am here to help you sort through the pieces of a complicated puzzle when it comes to your money. Since I do not represent any financial institution, I am free to provide my professional opinion on any financial vehicle. Having been in the business since 2003, experience has taught me that sound financial planning is about having a tailor-made plan that reflects your life goals beyond just your net worth.
With Lifestyle Financial Planning, you will achieve and maintain your desired lifestyle with peace of mind. Indeed, a solid financial plan can be more important than a lifetime of hard work.
I work with professionals, business owners, and pre-retirees to build personalized strategies based on individual values to achieve a delicate balance between what you desire versus the resources you are prepared to invest in.
You deserve to enjoy a financially secured and worry-free lifestyle. Is this something for you?
Connect with me to have an exploratory talk! HERE
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My Testimonials
Joey Lou
Client Servicing Director
Dr Ainy Binti Md Aris
Anaesthetist
Kimmy Phuah
Founder/Director, Krayon Social Partnerships
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What is keeping you up at night? Is it…
- Fear of running out of money?
- Living paycheque to paycheque?
- Being unable to keep track of your money?
Financial planning is rather like piecing together a jigsaw puzzle. You may have a clear picture of the life you want to build, but are confused about how to optimize your financial resources. But unlike a jigsaw puzzle where you can start again if the pieces don’t fit together, making the wrong financial decision may cost you dearly. Fortunately, all that can be avoided with the guidance of a Licensed Financial Planner (LFP).
As a LFP specializing in Lifestyle Financial Planning, I am here to help you sort through the pieces of a complicated puzzle when it comes to your money. Since I do not represent any financial institution, I am free to provide my professional opinion on any financial vehicle. Having been in the business since 2003, experience has taught me that sound financial planning is about having a tailor-made plan that reflects your life goals beyond just your net worth.
With Lifestyle Financial Planning, you will achieve and maintain your desired lifestyle with peace of mind. Indeed, a solid financial plan can be more important than a lifetime of hard work.
I work with professionals, business owners, and pre-retirees to build personalized strategies based on individual values to achieve a delicate balance between what you desire versus the resources you are prepared to invest in.
You deserve to enjoy a financially secured and worry-free lifestyle. Is this something for you?
Connect with me to have an exploratory talk! HERE
Lifestyle Financial Planning:
When I work with my client, I will always ask what is important in their LIFE. Because for me the main focus is about setting a life boundary or framework called lifestyle first.
What is the lifestyle first? It is a method to focus on managing and strategizing your financial planning based on your lifestyle-LIFE VALUE, MONEY & HEALTH. When you design everything based upon your lifestyle, you will have complete total control over yourself, and you will be able to have a piece of mind.
To have the framework take place. Here are the four steps you need to put in that you need to apply for you to achieve the result:
1️⃣ Construct a Financial Plan based on your lifestyle goals.
2️⃣ Help you make a good decision with your money by looking at your overall financial situation
3️⃣ Recommendation of the action plan and implementation of the plan
4️⃣ Maintain this relationship by revisiting the goals and objectives annually and executing the necessary alignment within the financial plan.
My Professional Qualification and Licenses:
• Certified Financial Planner (CFP)
• Islamic Financial Planner (IFP)
• Financial Advisor Representative approved by Bank Negara Malaysia (FAR)
• Capital Markets Services Representative License by Securities Commission (CMSRL)
• Corporate Unit Trust Consultant and PRS Consultant registered with Federation of Investment Managers Malaysia (FIMM)
• HRDF Certified Trainer
Testimonials
Joey Lou
Client Servicing Director
Dr Ainy Binti Md Aris
Anaesthetist
