I am Siti Zubaida, the founder of SZAgency. Just call me Puan Siti or Siti. On Nov 2015, I decided to changed my career from design engineer to comprehensive financial consultant. Due to the deep interest in financial management, I feel more satisfied in helping malaysia citizen in plan for finance especially in comphensive wealth management.
My service is total financial solution which focus in property and create, protect, preserve wealth management. In create wealth, my specialist in unit trust industry, PRS Private Retirement Skim and ASB Financing. For protection, I helping my client in medical card, life protection and income displacement. For preservation wealth with As-salihin in hibah, wasiat, faraid and nomination. For property, I focusing in Rumah Selangorku and new project house, with company Golden Tristar (M) Sdn Bhd.
I have take care nearly 200 client accounts and nearly RM4 million in investment. I am Premier A Club, most trusted consultant which recognition from my company unit trust; Principal Asset Management Bhd. I also MRA, most respected advisor, recognition from my takaful company; SunLife Takaful Malaysia. During the MCO, I managed to achieve recognition 100K achiever for regional achievement, ampang branch.
My career goal is to help malaysia citizen to have thier own house and have a correct financial management in cash flow, savings, debt management and have awesome plan for retirement, education plan for beloved child and have own fund of charity for saham akhirat. <3
This blog as my contribution to society for education and awareness in financial management.
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