Shirley Lee 李秋雪

Shirley Lee

Unit Trust Consultant
Private Retirement Consultant

Discover the pathway to secure retirement planning in Segamat, Johor with Shirley, your trusted Unit Trust Consultant and Private Retirement Consultant. Benefit from expert guidance and enjoy exclusive perks, including tax relief of up to RM 3,000 annually with PRS funds for Malaysian residents.

在人生的旅途中,安享晚年是每个人都期待的美好。但是,退休规划却是许多人头疼的问题。幸运的是,你可以在马来西亚柔佛州昔加末遇到了一个值得信赖的私人退休顾问,Shirley!她不仅是一位专业的信托基金顾问,更是您的退休规划向导。

在退休规划之路上,您将能享受到马来西亚居民每年高达RM 3,000的PRS基金税务减免,这是一项非常实惠的福利。想象一下,当您的退休生活无忧无虑,享受美好时光时,您会是多么幸福和满足!

所以,如果您也在为退休规划而烦恼,不妨与联系Shirley一起探索退休规划之路吧!直接联系Shirley,她将竭诚为您提供帮助,让您的退休生活更加美好!

理财路上与你同行

李秋雪, 2022

Personal Profile & Qualifications

Certifications & Licenses

Unit Trust Consultant, FIMM
Private Retirement Consultant, FIMM

Education

LCCI Diploma in Business Studies

Position

Unit Trust Consultant & Private Retirement Consultant, Public Mutual

Location

Desa Cemerlang, Ulu Tiram, Johor, Malaysia
Tenang, Labis, Segamat , 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 Segamant, 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.

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