Sam & Angel - The Finance Couple
Both of us are full-time Unit Trust Consultants and husband-and-wife team. Our passion is to help Malaysians to be financially free. That’s how we make a difference 😊
In 2011, Sam Sanjeevi completed his professional financial studies and accredited as a Registered Financial Planner (RFP) designation holder. Realizing the need to provide solid investment advice, he joined Public Mutual Bhd as a licensed Unit Trust Consultant (UTC) on the same year. Later in 2016 Sam's wife, Angel Ooi followed Sam's footsteps and joined as Public Mutual Unit Trust Consultant. Together we have more than 13+ years of experience in helping and managing our client's wealth and investment portfolio.
👫Up to date we are managing the wealth of around 650 clients and the numbers are still growing.
📲We live in Penang, Malaysia, and can be reached at +6016-4841280. Feel free to reach out to us!
🔎Alternatively, you can know more about us at our website:
www.samagency.com.my
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