Dylan Lai Chee Hou 赖志豪
Unit Trust Consultant
Private Retirement Consultant
As a seasoned Unit Trust Consultant (UTC) under Public Mutual in Johor Bahru with over a decade of experience in the unit trust fund industry since 2021, I have honed my expertise in assisting individuals like yourself in navigating the complexities of investment and retirement planning services in Johor Bahru. My primary focus is on leveraging the diverse range of Public Mutual funds to tailor investment strategies that align with your unique financial goals and aspirations.
Moreover, I also bring to the table my specialization as a Private Retirement Scheme (PRS) Consultant within Public Mutual Johor Bahru. Recognizing the unique circumstances of Singaporean working permit holders who lack CPF accounts, I am dedicated to helping you establish a robust retirement plan. By facilitating regular monthly contributions to your PRS account, we can lay the foundation for your financial security and peace of mind during your retirement years.
One of the key benefits of participating in PRS is the opportunity to enjoy tax relief of up to RM3,000 per annum for Malaysian residents. This tax incentive not only maximizes your savings but also ensures that you are making strategic investments in your future financial well-being.
Through personalized consultations and strategic planning, I am committed to empowering you to make informed decisions that will optimize your financial future. Let’s embark on this journey together and pave the way towards achieving your long-term financial objectives.
Personal Profile & Qualifications
Certifications & Licenses
Unit Trust Consultant, FIMM
Private Retirement Consultant, FIMM
Education
Certified Accounting Technician, Sunway Colleges
Position
Unit Trust Consultant & Private Retirement Consultant, Public Mutual
Location
Ulu Tiram, 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
If you’ve found a property you like, let’s list your budget for your Dream House.
Give your children the tertiary education they deserve or plan one for you.
Earn enough in your retirement fund to retire the way you want.
To prepare a fund for traveling, wedding, or step-up an own business.
Free 20-Minute H.E.R.O Planning Consultation: 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 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.