What I Do
Assessment Current Financial Situation
Engagement Services
Goal Setting
Engagement Services
Financial Diversification Strategy
Engagement Services
Advise, Recommendation with Action Plan
Engagement Services
Review Goal VS Actual
Engagement Services
Life Planning: Comprehensive Financial Planning
Financial Services
Cash Flows Management
Financial Services
Investment Management
Financial Services
Risk Management
Financial Services
Estate Planning
Financial Services
Lifestyle
Lifestyle
About Me
Celine started her career in 2000 as auditors in Ernst & Young. She then moved to various accounting and financial roles as senior accountant in Intel Technology Sdn Bhd and as Financial Controller in Airbus Helicopters Malaysia Sdn Bhd. She has more than 18 years of experience in finance management, financial reporting, corporate finance, auditing and taxation. She is currently self-employed as a licensed financial planner with more than 10 years experience servicing her client’s portfolio.
- Wealth creations, accumulation and distribution by assisting Individuals, Entrepreneurs, SMEs and Corporate Companies achieving financial goals with succession planning for business continuations.
- Customise financial portfolios based on personal and/or company’s existing and targeted goals. She provides financial advisory for clients in executing their financial plans.
Living with purposes
Integrity
For sustainability
Enthusiasm
- Certified Financial Planner, CFP
- Member of Financial Planning Association of Malaysia, FPAM
- Capital Markets Services Representative's License CSMRL issued by the Securities Commission OF Malaysia SC
- Association of Chartered Certified Accountants, ACCA
- Malaysian Institute of Accountants, MIA
My Certification
Testimonial
Dylan Chui
MD of Delux Malaysia Home ProductsVery professional and patient in very advise to customer, strongly recommended.
Goh WK
DirectorCeline is very knowledgeable about financial diversification portfolio and her advice is very useful. She was very transparent with her analysis and prepared a very detailed breakdown of the various plans which might be suitable for me. I highly recommend her services!
Joseph Tan
感谢Celine为我策划未来想要的退休金做准备,我希望退休后有足够的生活费用。同时,我也希望靠多元化投资来增加被动金收入。Celine 是非常专业的财务规划师,她会很详细的了解以及讲解财务的目的。Celine 会依据我现有的收入给予我专业的建议。
Michael Tan
理财不是很懂,只知道理财要乘早,所以就和Celine约时间去深入了解理财的重要性,希望可以更了解了后去尽早做出理财的动作。
Danny
Celine老師有說到如果不把財讓它能你還在睡覺的時候還在錢生錢的話你將一直工作下去,選擇一個好的平台也很重要 開始先投資自己讓自己有更大的推動力。
Annie
谢谢Celine专业的讲解 让我懂得了为什么要做这个财务规划 以及理财的重要性等等 所以无关年龄大小 可以尽早规划最妥当
Carina Xiang Yin
明白了理财的重要性, 如果拥有了“自动金”的话 就可以在日后生活中对我们有更好的帮助。 也谢谢Celine 老师的分享 让我决定开始好好理财。 因为时间就是金钱 理财要趁早。
John
理財沒有年齡之分,也不是等有錢了才理財,而是理財了才有錢。而且理財有很多方式而不是單一的,如何理財需要諮詢專業的顧問,不然只會越來越錯。財富自由不是有很多的錢,而使如何在躺著也能有金錢進來,這才是更上一層樓因為理財的而得到的財富自由。很感谢Celine给我的财务规划。
Jie Qi
谢谢Celine的专业分享财务上的知识 让我懂得理财非常重要 要趁早理财才能达到梦想。我们需要把辛苦赚的钱让它增值,如果单单存钱的方法会让钱更贬值。
Lawrence
最容易规划的是,在乎的钱 ; 而最难存的是,未来的钱。投资,理财,保险,这些都是不一样的。必须借着这个机会与Celine咨询,感恩Celine的专业分享让我更深入了解。
Sally Lau
感恩Celine的策略财务规划。对于90后来说,是一个2头不到岸的年纪,相信有很多都是处于手停口停或是月光族的状态,听了Celine分享后,学到了,固定储蓄和适当的理财投资会让我们多年后获益,努力改变成为现金自由😊
Kelvin
投资理财是每个人都想要做的事,只是怎么开始,如何开始是最关键的,把专业事交给专业人做...所以投资理财要乘早了解,趁早开始。
Testimonial
Awesome Clients
Entrepreneurs
Buddhist
Organisations
Contact With Me
Celine Khor
Licensed Financial Planner of CorePlus Advisory Sdn BhdI use my professionalism to write your life story.
Email: [email protected]