Terrence Liew 劉曜倫
**Senior Estate Planner **Islamic Financial Planner **Senior Licensed Financial Planner
(License No.: eCMSRL/B6367/2016)
Personalized Financial Service that You Deserve!
Terrence enters the financial services industry since 2005. With the passion for personal financial planning, he fulfilled the requirements to become a CERTIFIED FINANCIAL PLANNER™ practitioner in 2012. Years later, he is also qualified to practice as an ISLAMIC FINANCIAL PLANNER™.
He currently holds a Capital Market Services Representative License (CMSRL) from the Securities Commission (SC) Malaysia, Financial Advisor’s Representative License and Islamic Financial Advisor’s Representative License from Bank Negara Malaysia (BNM). He specializes in working with clients from different backgrounds in the fields of structuring DIVERSIFIED Investment Portfolio, picking RIGHT Insurance/ Takaful Plans, as well as customized UNIQUE Estate Plans (i.e Will-writing and setting up Private Family Trust for Non-Muslim; Wasiat and Hibah for Muslims) to suit their very own needs.
With the ability to access wide range of financial products and providing UNBIASED advice, he is effectively supported by a team of administration, insurance & investment specialists, legal advisors whose teamwork and professionalism help him to build long-term relationships with his growing client base and provide excellent customer service.
He currently holds a Capital Market Services Representative License (CMSRL) from the Securities Commission (SC) Malaysia, Financial Advisor’s Representative License and Islamic Financial Advisor’s Representative License from Bank Negara Malaysia (BNM). He specializes in working with clients from different backgrounds in the fields of structuring DIVERSIFIED Investment Portfolio, picking RIGHT Insurance/ Takaful Plans, as well as customized UNIQUE Estate Plans (i.e Will-writing and setting up Private Family Trust for Non-Muslim; Wasiat and Hibah for Muslims) to suit their very own needs.
With the ability to access wide range of financial products and providing UNBIASED advice, he is effectively supported by a team of administration, insurance & investment specialists, legal advisors whose teamwork and professionalism help him to build long-term relationships with his growing client base and provide excellent customer service.
找对了理财顾问 你还担心什么呢？
想像一下：
你想开始一项投资计划，以安稳地累积你的退休金/孩子教育基金。你如何确保在你面前的是【机会】抑或是【陷阱】？
明天和意外，不知哪个先来到，因此你决定为自己和家人投保。而市面上有超过500种不同功能的保险合约。最终你作的决定是基于【人情】，还是因为你找到【真正符合你需求】的？
而关于财富传承，要透过生前转让给您的受益人，还是通过遗嘱比较适合？将财产【平分】给家人，这就是所谓的【公平】？
我们是持有由大马证券委员会 (Securities Commission Malaysia) & 国家银行 (Bank Negara Malaysia) 所发出执照的【财务规划师】，在理财领域逾15年的经验，能针对你的顾虑，无论是在投资、保险、或财富传承方面，提供你适当且一体化的解决方案。
这里没有浮夸的销售语言，只提供实际，中肯及专业的咨询和服务。
你想开始一项投资计划，以安稳地累积你的退休金/孩子教育基金。你如何确保在你面前的是【机会】抑或是【陷阱】？
明天和意外，不知哪个先来到，因此你决定为自己和家人投保。而市面上有超过500种不同功能的保险合约。最终你作的决定是基于【人情】，还是因为你找到【真正符合你需求】的？
而关于财富传承，要透过生前转让给您的受益人，还是通过遗嘱比较适合？将财产【平分】给家人，这就是所谓的【公平】？
我们是持有由大马证券委员会 (Securities Commission Malaysia) & 国家银行 (Bank Negara Malaysia) 所发出执照的【财务规划师】，在理财领域逾15年的经验，能针对你的顾虑，无论是在投资、保险、或财富传承方面，提供你适当且一体化的解决方案。
这里没有浮夸的销售语言，只提供实际，中肯及专业的咨询和服务。
Our Statistics
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0
Years of Experience
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0
Individuals and Families Under My Care
Testimonials
Mr. Liew has been a trusted advisor for several years now, during which time my investment portfolio under his advice was enjoyed steady growth.
He is knowledgeable and always treating clients as good friends. I would recommend LYL Services without hesitation to anyone who needs seeking informed guidance for financial planning.
Dewi Masdia
Commissioner for Oaths
我的保险及遗嘱都是通过LYL Services来规划和安排。Terrence 这方面的专业背景和经验，为我提供更多的角度去思考，以作一个明智的财务决定。服务态度也让我感到满意！
Jessie Loh CL
Senior Accountant
I hereby would like to express my appreciation to Mr. Terrence Liew for successfully reimburse my operation cost from Great Eastern Life Insurance company. He also take extra effort to claim the Critical Illness Benefit from my another insurance company. I found that he is a responsible & caring person. I wish him very success in his career. God blessed.
Mdm Wong Siew Lee
Professional Caregiver
Terrence Liew 劉曜倫
**Senior Estate Planner **Islamic Financial Planner **Senior Licensed Financial Planner
(License No.: eCMSRL/B6367/2016)
Our Statistics
>
0
Years of Experience
>
0
Individuals and Families Under My Care
Testimonials
Mr. Liew has been a trusted advisor for several years now, during which time my investment portfolio under his advice was enjoyed steady growth.
He is knowledgeable and always treating clients as good friends. I would recommend LYL Services without hesitation to anyone who needs seeking informed guidance for financial planning.
Dewi Masdia
Commissioner for Oaths
我的保险及遗嘱都是通过LYL Services来规划和安排。Terrence 这方面的专业背景和经验，为我提供更多的角度去思考，以作一个明智的财务决定。服务态度也让我感到满意！
Jessie Loh CL
Senior Accountant
I hereby would like to express my appreciation to Mr. Terrence Liew for successfully reimburse my operation cost from Great Eastern Life Insurance company. He also take extra effort to claim the Critical Illness Benefit from my another insurance company. I found that he is a responsible & caring person. I wish him very success in his career. God blessed.
Mdm Wong Siew Lee
Professional Caregiver
Personalized Financial Service that You Deserve!
Terrence enters the financial services industry since 2005. With the passion for personal financial planning, he fulfilled the requirements to become a CERTIFIED FINANCIAL PLANNER™ practitioner in 2012. Years later, he is also qualified to practice as an ISLAMIC FINANCIAL PLANNER™.
He currently holds a Capital Market Services Representative License (CMSRL) from the Securities Commission (SC) Malaysia, Financial Advisor’s Representative License and Islamic Financial Advisor’s Representative License from Bank Negara Malaysia (BNM). He specializes in working with clients from different backgrounds in the fields of structuring DIVERSIFIED Investment Portfolio, picking RIGHT Insurance/ Takaful Plans, as well as customized UNIQUE Estate Plans (i.e Will-writing and setting up Private Family Trust for Non-Muslim; Wasiat and Hibah for Muslims) to suit their very own needs.
With the ability to access wide range of financial products and providing UNBIASED advice, he is effectively supported by a team of administration, insurance & investment specialists, legal advisors whose teamwork and professionalism help him to build long-term relationships with his growing client base and provide excellent customer service.
He currently holds a Capital Market Services Representative License (CMSRL) from the Securities Commission (SC) Malaysia, Financial Advisor’s Representative License and Islamic Financial Advisor’s Representative License from Bank Negara Malaysia (BNM). He specializes in working with clients from different backgrounds in the fields of structuring DIVERSIFIED Investment Portfolio, picking RIGHT Insurance/ Takaful Plans, as well as customized UNIQUE Estate Plans (i.e Will-writing and setting up Private Family Trust for Non-Muslim; Wasiat and Hibah for Muslims) to suit their very own needs.
With the ability to access wide range of financial products and providing UNBIASED advice, he is effectively supported by a team of administration, insurance & investment specialists, legal advisors whose teamwork and professionalism help him to build long-term relationships with his growing client base and provide excellent customer service.
找对了理财顾问 你还担心什么呢？
想像一下：
你想开始一项投资计划，以安稳地累积你的退休金/孩子教育基金。你如何确保在你面前的是【机会】抑或是【陷阱】？
明天和意外，不知哪个先来到，因此你决定为自己和家人投保。而市面上有超过500种不同功能的保险合约。最终你作的决定是基于【人情】，还是因为你找到【真正符合你需求】的？
而关于财富传承，要透过生前转让给您的受益人，还是通过遗嘱比较适合？将财产【平分】给家人，这就是所谓的【公平】？
我们是持有由大马证券委员会 (Securities Commission Malaysia) & 国家银行 (Bank Negara Malaysia) 所发出执照的【财务规划师】，在理财领域逾15年的经验，能针对你的顾虑，无论是在投资、保险、或财富传承方面，提供你适当且一体化的解决方案。
这里没有浮夸的销售语言，只提供实际，中肯及专业的咨询和服务。
你想开始一项投资计划，以安稳地累积你的退休金/孩子教育基金。你如何确保在你面前的是【机会】抑或是【陷阱】？
明天和意外，不知哪个先来到，因此你决定为自己和家人投保。而市面上有超过500种不同功能的保险合约。最终你作的决定是基于【人情】，还是因为你找到【真正符合你需求】的？
而关于财富传承，要透过生前转让给您的受益人，还是通过遗嘱比较适合？将财产【平分】给家人，这就是所谓的【公平】？
我们是持有由大马证券委员会 (Securities Commission Malaysia) & 国家银行 (Bank Negara Malaysia) 所发出执照的【财务规划师】，在理财领域逾15年的经验，能针对你的顾虑，无论是在投资、保险、或财富传承方面，提供你适当且一体化的解决方案。
这里没有浮夸的销售语言，只提供实际，中肯及专业的咨询和服务。
