I am helping educate individuals on their everyday risks and how they can overcome them with cost effective solutions. Sheena is a graduate from the University Putra Malaysia. She is a Agency Manager from Zurich Insurance Malaysia Berhad and a member of Financial Planning Association of Malaysia (FPAM) for past 20 years, helping individual to protect, build an preserve their wealth. She is now pur
suing CERTIFIED FINANCIAL PLANNER™ Course – one of the most respected qualification in the financial services. That means quality advice and vital expertise for her clients. A deep desire of everyone is a wealthy, secure future for ourselves and our families. But only a few achieve that wish, by careful planning, taking advantage of opportunities, managing the risks and most importantly, by taking the right decisions in time. Sheena specialises in helping people take those decisions. From the day she was licenced as a financial advisor, Sheena’s goal has been to improve and to transform the financial situation of each person she meets. She hopes to enable and to empower each and everyone to make well informed decisions. Sheena saves people from making costly mistakes that would otherwise have a detrimental impact on their financial wellbeing, now and in the future. Being indifferent and not taking an interest to plan for one’s own financial future (and one’s family’s), not understanding what and why one has bought certain products and how they complement each other, incorrect perceptions of retirement planning, panicking in times of market volatility etc. are some of the common challenges that people face. Whether you need help with choosing retirement schemes, wealth management or investment advice, Sheena will be able to guide you in the right direction. Her greatest satisfaction is knowing that she has helped people avert potential financial mistakes by educating and coaching them to make right decisions. Sheena strongly believes that people should take charge of their actions, thus enabling themselves to stay nimble at any stage of their lives.
