YOUR FINANCIAL DREAM BEGINS HERE
YOUR FINANCIAL DREAM BEGINS HERE
About Annie Hor
My favourite quote from Zig Ziglar is
"You will get all you want in life, if you help enough other people get what they want”.
Serving the financial industry for over 15 years, my experience has enable me to assist my clients to make the right decision when it comes to their wealth protection, wealth accumulation & estate planning in a holistic approach. My clients have entrusted a great deal of trust in me to manage their wealth. These continue to push me to keep abreast with the trends and market outlook so I can better advise them on their personal & family wealth planning.
Today, my passion towards financial planning and retirement planning continues to soar. I continue to create awareness on the importance of financial planning through TV and radio interviews, newspaper articles and magazine contributions, seminars, corporate presentation and even one-to-one meet-ups.
Annie Hor Kwan Ling, CFP®
(Approved Financial Adviser by Bank Negara & Securities Commission Malaysia)
CMSRL / B3464/2013
Harveston Financial Advisory Sdn Bhd
Harveston Wealth Management Sdn Bhd
My Services
Financial planning is an important aspect but only few had actually planned their financial matters. The continuous innovation and increasing sophistication of the financial products have made it difficult for average consumers to comprehend. The help of professionals is definitely important to ensure that clients are getting the financial advise they need and which also suit their circumstances. Let me help you get started.
PERSONAL & FAMILY WEALTH ADVISORY & PLANNING
Personal and family wealth planning is an important process that can help you achieve your financial goals. By working with a qualified professional, we can help develop a plan that is tailored to your specific needs and circumstances.
The goal of personal and family wealth planning is to help individuals and families achieve their financial goals, such as:
1) Retirement security
2) College education for children
3) Legacy planning
4) Asset protection
Let's start by telling me your financial story. I will then analyse and plan your finances for yourself and your loved ones.
CORPORATE TALKS AND SEMINARS
By providing financial literacy education to employees, employers can help to improve their financial health and well-being, which can lead to a number of benefits for both the employee and the employer. Financial stress can lead to a number of problems at work, including decreased productivity, increased absenteeism, and even job loss.
Here are some specific topics that I cover in your talk on financial literacy for employees:
1) Budgeting
2) Saving
3) Investing
4) Debt management
5) Rising interest rates
6) Rising costs of living
7) Retirement planning
Contact me to make an appointment to find out how I can help your employees.
Media Interviews
Videos
Financial Planning Ebook
Contact
Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you to consult a professional financial consultant to take into account your particular investment objectives, financial situation and individual needs.
The owner of this website does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this website. The owner of this website do not accept any liability for any error or omission on this website or for any resulting loss or damage suffered by the recipient or any other person.
Unless otherwise specified, the information provided on this website is copyrighted. You may not alter or modify this information in any way, including the removal of this copyright notice.