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Lim Kean Seng

Retirement Planning

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Introduction

KS was a career banker. He moved into the Consulting arena as a Banking Business Consultant specialising in preparing detailed business requirement documents to support the automation of various banking products. In this capacity, KS was involved in banking system implementations to various retail and private banks around the world.

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Background

KS retired in 2012 and ventured into managing his own investments via unit trust funds. He joined Public Mutual Berhad, the largest Fund Management Company in Malaysia. Besides looking after his own retirement funds, KS also assisted family members and friends to identify how to invest for financial goals such as retirement, children education as well as ad-hoc goals. KS then started sharing his knowledge about planning for retirement using Unit Trust Funds, the various category of Unit Trust Funds, what a Unit Trust Fund is and how to benefit from using Unit Trust Funds to achieve financial goals. He also conducted training on Planning for Retirement, Understanding Estate Planning products, using Wills and Trusts to achieve the goals of Estate Planning, Administration of Testate Estate and Intestate Estate.

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