Synergy Planners - CIMB Wealth Advisors

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Industry Banking
Occupation Wealth Advisor
Location Putra Heights, Selangor, Malaysia
Introduction Lack of money is the root of many of our problems. Think about it: Have you heard of people complaining they have too much money? Our purpose is to Help People Manage their Money (however little or much) so That They can Achieve their Life Goals (stop working by 55 or earlier and retire, send their kids to college, have enough insurance, have money for holiday etc.) 3 steps: 1) Make Enough Money, 2) Save Enough Money, 3) Invest not Spend! Sadly, money management is not taught in our schools; we only learn it from the School of Hard Knocks ie. life experiences. If you don't make enough money now, we can help you. If you don't save enough money now, we can help you also. And if you don't invest your money well now (no guesses for this), yes we can help you there too. Are we from heaven? Heavens no....we're no angels, but we do their work. Adding value, enhancing lives. synergyhaven@myjaring.net PS. We are not Ah Longs, instead we plan for Ah Long-time Peace of Mind.
Interests Wealth Advisory