Vincent
As I embarked on this journey, it became clear to me that the value of my specialization resides in helping others to find peace of mind in their lives.
For years, we have braved through the storm together with our clients, and we will continue to remain with them in good times and bad times.
Mei Mei
No matter how much wealth you’ve accumulated, it’s not worth much without proper planning.
Wealth planning is equally important no matter how much or little assets you own, because when crisis strikes, your financial advisors are the ones that are able to help you.
You reap what you sow,
We assist in your growth
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Believing in
Love. Family. Trust. Professionalism
Meet Vincent Cheong
FOUNDER of Legacy Planners
Being born into a family with a strong financial background, Vincent developed an interest in finance during his younger days. He had spent years researching and enhancing his professional knowledge in banking, insurance, and investment.
Meet Mei Mei
FOUNDER of Legacy Planners
Finance is not just a career for Mei Mei, it is her lifelong passion. Having been in the industry for years, she has built a firm foundation of skills, expertise, and professional knowledge. Likewise, it also led her to the love of her life, Vincent- whom she first met during her university days.
Banking
Banking
Seconded to Singapore high-net-worth international banking center
Insurance
• Unit Trust Investment
• Corporate UTS Adviser (CUTA)
• Registered Licensed Financial Advisor
Independent Financial Adviser license
With a shared aspiration,
Legacy Planners was formed.
Legacy Planners is backed by the wealth of knowledge and experiences of Michael’s serving generations of clients.
Meet Michael Cheong
Michael has pursued a career in the financial services industry since 1974. He eventually became one of the founding members of Malaysia's FIRST independent financial advisory firm in 1999.
Today, Michael still offers his services to 3 Generations (3G) of clients as he helps set the foundation right for Vincent and Mei Mei to emulate and continue to serve many more generations to come.
Personal Financial Advisory
• Children’s Tertiary Education Planning
• EPF Investment Scheme
• General Insurance Services
• Investment Planning
• Retirement Planning
• Risk Management
• Will & Trust
• Debts & Loan Management
Corporate Financial Advisory
• Business Cash & Reserves Management
• Business Succession Planning
• Corporate Investment
• Corporate Pension Scheme
• Corporate Risk Management
• Employee Benefits Scheme
• Key Man Insurance Planning
Team Of Specialist
Investment Platforms Onshore/Offshore
Life & General Insurers
Financial Institutions
Fund Houses
Will & Trust
We are able to select from a wide array of regulated financial products and services in the market working with fund houses, banks, insurance companies and other financial institutions to make sure you get the right products and services for your individual needs.
Step
1
Establish the client and advisor relationship
Step
2
Gather client’s data
Step
3
Determine client’s goals
Step
4
Develop an understanding on client’s attitude to financial risk
Step
5
Analyze client’s financial status
Step
6
Develop and present financial plan
Step
7
Implement the financial plan
Step
8
Monitor and adjust financial plan
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