profile-wati

Shazawati Mohammad

Investment Advisor

About

She obtained FIMM license for Unit Trust Consultants since 2012 and recently obtained Private Retirement Scheme Consultants in Feb 2018. She has been handling over 150 clients throughout Malaysia, some in United Kingdom, North America and America. Her specialist is on retirement plan, housing plan and child education plan. Her obsession for financial planning starts when she realizes that her circle of friends and herself didn’t have enough for their retirement even no proper financial planning since. She quickly learns the industry and upgrades herself with market knowledge by reading the Edge, StarBiz finance and all the books, magazine related with finance. She is also a trip qualifier since 2016 and given a Million Ringgit Producer since.

Her vision is to help everyone to be able to maintain their lifestyles for the next 20-40years ahead of them and live comfortable even after unemployment. In 2011, she obtained Certified Coaching and Mentoring for Professional and uses this as her strength to build her agency. Her leadership and management skills in terms of building her agency was fully known as resourceful and kind leader.

Service

PRS Vesting
Post Retirement Plan
University Debt Free Plan

Contact Us

  • +6016 620 6040
  • shazawati@gmail.com