KENDRICK LEE ｜李偉康
License No.: eCMSRL/C2751/2023
Licensed Financial Adviser
Kendrick is a Certified Financial Planner (CFP® Professional), Financial Adviser Representative (FAR) licensed by Bank Negara Malaysia, CMSRL holder approved by Security Commission Malaysia (eCMSRL/C2751/2023) to provide financial planning advice to individuals on a wide range of financial topics, including investment planning, retirement planning, estate planning, tax planning, risk management and insurance planning to help individuals make informed decisions about their finances, achieve financial security, and enjoy peace of mind about their financial future.
Kendrick is also a Certified Financial Coach (IPMA) who work with individuals, families, and businesses to help them make informed financial decisions, establish good financial behaviours and manage their money more effectively. He is also an authorised estate planner and fellowship of Malaysia Institute of Estate Planners (MIEP) who help clients achieve their estate planning goals and ensuring that their assets are distributed in a way that aligns with their wishes and values.
Besides providing professional advice, Kendrick also offer valuable support and financial coaching during times of financial stress or uncertainty to help clients navigate through difficult financial situations.
My Testimonials
Erik Chua
Interior Designer
Tate Lee
SME Business Owner
Dhia Nayla
Senior Manager
Abby Wong
Marketing Director
Kendrick is a Certified Financial Planner (CFP® Professional), Financial Adviser Representative (FAR) licensed by Bank Negara Malaysia, CMSRL holder approved by Security Commission Malaysia (eCMSRL/C2751/2023) to provide financial planning advice to individuals on a wide range of financial topics, including investment planning, retirement planning, estate planning, tax planning, risk management and insurance planning to help individuals make informed decisions about their finances, achieve financial security, and enjoy peace of mind about their financial future.
Kendrick is also a Certified Financial Coach (IPMA) who work with individuals, families, and businesses to help them make informed financial decisions, establish good financial behaviours and manage their money more effectively. He is also an authorised estate planner and fellowship of Malaysia Institute of Estate Planners (MIEP) who help clients achieve their estate planning goals and ensuring that their assets are distributed in a way that aligns with their wishes and values.
Besides providing professional advice, Kendrick also offer valuable support and financial coaching during times of financial stress or uncertainty to help clients navigate through difficult financial situations.
Personal Financial Planning 个人财务规划
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- Cash Flow Analysis 资金流分析
- Net Worth Analysis 资产分析
- Debt Restructuring 财务重组
- Financing Analysis 贷款分析
Risk & Insurance Planning 风险与保险规划
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- Life Insurance 人寿保险
- General Insurance 一般保险
- Business Insurance 企业保险
- Group Employee Benefit 员工福利
Investment Planning 投资规划
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- Investment Advisory 投资咨询
- Unit Trusts Advisory 信托基金咨询
- Assets Allocation Advisory 资产分配咨询
Estate Planning 综合性遗产规划
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- Will Writing Services 遗嘱书写服务
- Private Trust Services 私人信托服务
- Estate Planning Advisory 遗产规划服务
- Estate Administration Services 遗产执行服务
Personal Retirement Planning 个人退休规划
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- Early Retirement Planning 退休规划
- Childs Education Planning 教育规划
- Retirement Income Stream 退休收入规划
- Retirement Debt Restructuring 退休财务重组
Business Succession Planning 企业传承规划
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- Business Buy-Sell Agreement 企业买卖合约
- Business Trust Services 企业信托服务
- Business Related Advisory 企业相关咨询
- CFP™ | Certified Financial Planner | Financial Planning Association Malaysia (FPAM)
- CFC | Certified Financial Coach | International Professional Managers Association (IPMA)
- FAR | Financial Adviser Representative | Bank Negara Malaysia (BNM)
- CMSRL | Capital Markets Services Representative’s Licence | Security Commission Malaysia (SC)
- CUTA | Corporate Unit Trust Adviser | Federation of Investment Managers Malaysia (FIMM)
- Fellowship of Estate Planners Malaysia | Malaysian Institute of Estate Planners (MIEP)
- Bachelor in Economic & Finance Hons | Royal Melbourne Institute of Technology (RMIT)
Testimonials
Erik Chua
Interior Designer
Tate Lee
SME Business Owner
Dhia Nayla
Senior Manager
