Wong Chin Sun 静珊

Chin Sun

Unit Trust Consultant Private Retirement Consultant
CFP Professional

Welcome to our website! In the year 2020, I embarked on a journey into unit trusts (a memorable year for everyone). My mission here is to assist you along the path of wealth accumulation and tax savings. We provide expert information on funds, retirement, planning, and savings in Johor Bahru, Johor, Malaysia, helping you make wiser investment decisions & retirement planning.

Our team consists of experienced unit trust consultants and private retirement consultants dedicated to providing you with personalized advice and services. Whatever your financial goals may be, we are here to offer you support and guidance. Join us, share your goals with us, and let’s achieve them together!

2020年是一个让人铭记的年份。在这一特殊时刻,我踏上了信托基金之旅,为马来西亚和新加坡打工的朋友们提供有关基金、退休、规划和储蓄的服务,帮助大家做出更明智的投资决策。我们的团队由经验丰富的信托基金顾问和私人退休顾问组成,致力于为您提供个性化的建议和服务。无论您的财务目标是什么,我们都将全力支持并提供专业指导。加入我们吧,与我们分享您的目标,让我们携手实现!

投资理财不再是遥不可及的事情!我们将与您一起制定最适合您的投资计划,帮助您实现财务自由和梦想。无论您是想为未来规划,还是想提前退休,我们都能提供专业的服务和建议。

别再让理财问题困扰您,我们将成为您最贴心的理财帮手。与我们分享您的目标,让我们一起实现梦想!


Shoot for the moon, even if you miss you will land among the stars…

Chin Sun, 2022

Personal Profile & Qualifications

Certifications & Licenses

Agency Supervisor, Unit Trust Consultant, FIMM
Private Retirement Consultant, FIMM
ACCA Member
CFP Professional

Education

ACCA Member
CFP

Position

Unit Trust Consultant & Private Retirement Consultant, Public Mutual
Auditor

Location

Taman Molek, Johor Bahru, Johor, Malaysia

Retirement Planning: H.E.R.O Plan

Experience the H.E.R.O Plan – your pathway to financial success and security. H.E.R.O stands for “Helping Everyone Reach Optimal Financial Goals.” With our specialized plan, we provide personalized financial solutions tailored to your unique needs and aspirations. Whether you’re planning for retirement, education, or wealth accumulation, our H.E.R.O Plan ensures that you’re equipped with the tools and strategies to navigate your financial journey with confidence. Unlock your potential and embark on the path to a brighter financial future with our H.E.R.O Plan today!


Our Services: H.E.R.O Plan

HOME
EDUCATION
RETIREMENT
OTHERS

If you’ve found a property you like, let’s list your budget for your Dream House.
HOUSE



Give your children the tertiary education they deserve or plan one for you.
Education Fund

Earn enough in your retirement fund to retire the way you want.
Retirement Fund


To prepare a fund for traveling, wedding, or step-up an own business.
Travel Fund

Free 20-Minute H.E.R.O Planning Consultation: Text Me Now Text me Now

Unlock your financial blueprint with a personalized consultation! Take the first step towards financial empowerment by scheduling your complimentary 20-minute consultation today. Our team of trusted retirement planning consultants specializes in retirement planning, unit trust investment, and savings strategies tailored for residents in Johor Bahru, Johor Malaysia and those working in Singapore with work permits but without CPF. Discover how our experienced consultants can guide you toward a secure financial future. Text now to book your appointment and embark on your journey towards financial freedom.



Unlock new career opportunities in Johor Bahru with our second income vacancy job openings! We’re seeking dedicated individuals with SPM credit 3C and above for part-time or full-time roles. Click here to join our team and start your fulfilling career journey today!

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