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
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.