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CTLA Fin Planners
(fee-based advisory)
+ CTLA Financial Planners
+ CTLA Financial Concepts
+ Vision & Mission
+ Marketing Philosophy
+ Management
+ Shareholders' Opportunities
+ Contact Us
What Is Financial Planning?
+ The Six Step Process
+ The Seven Principles
+ Child Education Planning
+ Retirement Planning
+ Estate Planning (Wills & Trusts)
+ CFP Mentoring Program
High-Impact Training Programs for Unit Trust Consultants, Financial Planners and Advisors marketing unit trusts.
1. For Financial Planners and Advisors
+ Managing Your Unit Trust Portfolio Well At All Times
2. For Unit Trust Consultants and Insurance Agents
+ Marketing & You - Do It Right To Be A Winner
3. For the Public and Investors
+ Power Concepts - For Investing Wisely
Contact Us

CTLA Financial Planners Sdn Bhd (591602 K)
21-3, Jalan PJU 1/42A,
Dataran Prima, Block F2,
47410 Petaling Jaya,
Selangor, Malaysia.
Tel: 03-7806 1422
Fax: 03-7806 1762
Email: ctla@tm.net.my

Click here for map


Mike Lee CFP, RFP, FCIS, MCIM
Managing Director
Email: mikelee@ctla.com.my

Alice Ng Lai Chin CFP
Director
Email: aliceng@ctla.com.my

Rozzana Mohd Sazali AFPM, BA (Hons) Acc.
Executive Director
Email: rozzana@ctla.com.my
CTLA Fin Concepts
(a marketing division)
Unit Trusts
+  APEX
+  TA INVEST
+  OSK-UOB
+  ING FUNDS
+  PRUDENTIAL
+  AMMUTUAL
+  PHILLIP
+  HLG
Investment in Unit Trusts
+   Invest in the Plan, Not Products
+   Managing your unit trust portfolio well at all times
Wills & Trusts
+  OSK Wills
CTL Business Solutions Sdn Bhd
+   The CTL Workbook to teach you how to market unit trusts effectively
+   Reviews
+   Order a copy
Career Opportunities
+ 7 Good Reasons to be in financial services
+ 5 Good Reasons to be associated with CTLA
Training Programs
"The Making of the Good Consultant"
- by Mike Lee
© 2002 - 2007 CTLA Financial Planners Sdn Bhd