CIMB Bank (Malaysia)
CIMB Bank (Singapore)
CIMB Bank (Cambodia)
CIMB Niaga Syariah
CIMB Wealth Advisors
Comprehensive Wealth Advisory Services
Be A Financial Planner
Be A CWA Consultant
Business Enquiry Form
Be a Star Club Member
Privileges & Benefits
1. How can you get in touch with CWA Financial Planning Centre?
You can visit CWA Financial Planning Centre located at
No 46 Jalan SS21/39 Damansara Utama 47400 Petaling Jaya Malaysia
. You can also email us at
2. What are the operation hours at the Financial Planning Centre?
8.30am to 5.00pm Monday to Friday
3. What exactly is financial planning?
It's charting your future plans by getting to know your present financial position, through our 6 steps solutions and how you can attain your desired goals. Let us give you a hand in setting the right directions, picking the options that suit you best and putting them together to reach your aspired goals.
and check out the 6 steps.
4. Why do we need financial planning?
The ultimate goal for many of us is to achieve financial independence. It helps when our financial needs have been identified and provisions have been in place. Think of it as a 'big picture' plan which makes sense of all the various components of our financial jigsaw – taxation, cash flow, debt, investment, employee benefits, insurance protection, inheritance, etc etc.
Financial planning addresses these common life goals:
Financial freedom during retirement
Preparing future expenditure such as marriage, funding the children's education, or for a potential business
Increasing our ability to manage unforeseen circumstances – serious illness, unemployment, business opportunity or accidents
Improving our success rate if we are faced with a financial crisis – death or a breadwinner or business failure
Caring for aging parents
5. What are the fees involved?
This depends on the range of service you select and the complexity of your financial requirement. Our one time professional fee usually starts from RM500 and includes the initial analysis, strategy recommendations and specific proposals in implementation.
Contact us and find out more about our fees.
6. What is our scope of financial planning services?
Our comprehensive financial planning involves reviewing your current financial position by way of cash flow, lifestyle needs and investment. We can also help determine your resources required for funding your life goals by factoring into the whole, adverse events like death, disability or loss of income.
Contact us to find out how you can experience our complimentary preliminary plan.
7. Who are our clients?
Our clients range from career professionals to business owners from diverse industries. They come to us because they prefer to save time and resources while pursuing their financial freedom.
8. What is the role of a Financial Planner?
A professional financial planner provides holistic advice covering a complete spectrum of financial options, compatible with your goals and aspirations. He or she will guide you on what's needed for investment, which funds to use, discuss potential risks and can help launch a savings plan into an effective financial life plan.
9. Is financial planning only for the wealthy?
We prefer to think it is for the wise!
Our customers are career professionals, business owners and individuals from all walks of life. Like them, you too can learn that financial planning helps your chart your life goals in a clear, concise manner. Of course, the intention is to make our customers wealthier than when they started
10. What is the right age to start financial planning?
We say, as early as you can.
Even though you might have just graduated and looking to find your desired career. Start now and get the hang of financial planning as soon as possible.
The more and better prepared you are, the more capable you will be in managing the twists and turns in life.
Back to top
Unit Trust Funds
Unit Trust Funds Available For EPF-MIS
All rights reserved. Copyright © 2013 CIMB-Principal Asset Management Berhad