Robert Foo

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.