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CTLA Financial Planners Sdn Bhd
       
 
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Additional information
 
CTLA Financial Planners Sdn Bhd
 
 
Mission statement: 

"To create value and quality in the financial services that we provide with the assurance that our clients' interests are protected at all times."
Overview: 

CTLA FINANCIAL PLANNERS SDN. BHD. "CTLA" (formerly known as CTL Associates) is a licensed financial planning company established in April 2002. CTLA offers a wide range of financial planning services to help individuals and corporations to attain their financial life goals and corporate objectives respectively. Some of the financial concepts include:

   Investment planning for individuals (including EPF scheme) and corporations
   Child Education Planning
   Retirement Planning
   Insurance Planning and Risk Management
   Cash Flow Planning
   Estate Planning (Wills and Trusts Planning)

CTLA is managed by Mike Lee who is a Certified Financial Planner (CFP), a Registered Financial Planner (RFP), a Chartered Marketer (MCIM) and Chartered Secretary (FCIS). He has over 25 years of experience in the corporate sector including the last 9 years in financial planning services. He is assisted by a team of qualified and experienced financial planners who combined have a total of over 20 years’ experience in the business.
Vision: 

To create a successful business in financial planning which is among the best in the industry; and

To help clients to achieve their financial goals and be financially independent in their lifetime.


 
 
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