Robert Foo
MyFP Services Sdn. Bhd.
Lot 5 & 6, Bukit Jalil Golf & Country Resort,
Jalan 3/155B, Bukit Jalil, 57000, W.P. Kuala Lumpur
+60-3-89963292 | +60-3-89963428 | 012 – 2231600
+60-3-8996 3293

Credentials : MBA, CFP CERT TM,

Robert is a principal consultant of MyFP Services Sdn. Bhd. (MyFP),
a licensed financial planning company located in the Bukit Jalil
Golf & Country Resort, Kuala Lumpur.

His firm specializes in providing independent fee-based financial
planning services, to people from all walks of life and is supported
by a team of specialists on law, tax, finance, corporate services,
insurance, investment & institutional trusteeship.

Clients are charged primarily for planning and advisory services
while implementation services are available as an option.

Robert is a Member of the Board of Governors of the Financial
Planning Association of Malaysia (FPAM). He is also the Chairman of
FPAM KL ZONE (2003-2004).

Robert has held senior positions in a commercial bank and a foreign
controlled life insurance company. He has extensive experience in the development and marketing of various financial products including
retail loans and deposit accounts, unit trust and insurance products
& services via various distribution channels.

i. Title & position

Principal Consultant and Director of MyFP Services Sdn. Bhd.

ii. Services offered

The independent fee-based services offered by MyFP include:

  • MyFP Comprehensive Financial
    Planning Program

    A holistically integrated program which starts with helping
    clients identify their goals and evaluate their current
    financial position. After analyzing the client’s default
    situation, written & oral recommendations, strategies and action plans are provided to assist clients reach their
    life-goals. Areas covered may include cash flow &
    net-worth analysis, debt restructuring, personal risk
    management, investment planning, retirement planning,
    education planning, tax planning, small business advisory and wealth distribution planning. It also includes on-going
    advice and a complete annual review of the client’s financial plan.
  • MyFP Financial Health Check.

    This program provides a brief evaluation of a client’s
    overall current financial position & capital needs
    analysis, based on general information provided by the
    client. It is an introduction to the full planning and
    advisory services available in the MyFP Comprehensive
    Financial Planning Program.
  • MyFP Personal UT Portfolio Program

    This is a quarterly tracking & monitoring service, which
    enables clients to evaluate the performance of their unit
    trust investments. It also provides a fund selection,
    shopping & procurement service for the client.

Expertise
  • Retirment Planning
  • Education Planning
  • Tax Planning
  • Small Business Advisory
  • Wealth Distribution Planning