MyFP Services Sdn. Bhd.
Lot 5 & 6, Bukit Jalil Golf & Country Resort,
Jalan 3/155B, Bukit Jalil,
57000
W.P. Kuala Lumpur

Email:     robert@myfp.com.my
Voice:    +60-3-89963292, +60-3-89963428, 012 – 2231600
Fax:       +60-3-8996 3293
Website: www.myfp.com.my

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.