WILL
A legal document specifying how your assets will be distributed after your passing. We draft clear, tailored wills to ensure your wishes are followed and disputes are prevented.
WASIAT
A will for Muslim clients, ensuring asset distribution complies with Sharia law. We provide expert guidance for legally and religiously sound Wasiats.
TRUST
A fiduciary arrangement where a trustee manages assets for beneficiaries. Trusts help minimize taxes, avoid probate, and protect assets. We set up and manage trusts to preserve and transfer your wealth efficiently.
HIBAH
A voluntary transfer of assets without consideration, popular in Islamic law for lifetime distribution. We ensure Hibah arrangements are executed smoothly and legally.
About CNL Fidelity
At CNL Fidelity Sdn. Bhd., we are committed to providing exceptional service founded on the highest ethical standards. We take our clients’ confidentiality seriously, ensuring that all information is treated with the strictest professional confidence.
We believe that legacy is about life and living. Our guiding philosophy is straightforward – building your legacy now. Recognizing that in wealth management, every detail counts, we craft personalized solutions that align with each client’s financial goals, values, and ideals.
Your legacy is not just what you leave behind, but the life you build today.
Our Approach on Financial
Our approach to financial planning goes beyond traditional methods. We offer a unique Financial Life Coaching program that follows six steps to help you achieve your financial goals confidently:
Understanding Your Current Financial Situation
We start by assessing your current financial status and identifying your needs and objectives.
Setting Financial Goals
Together, we establish clear, achievable financial goals based on your aspirations and priorities.
Developing a Plan
We create a personalized financial plan tailored to your goals, risk tolerance, and time horizon.
Implementing the Plan
Our team assists in executing the plan, ensuring that all recommended strategies and actions are put into place.
Monitoring Progress
We regularly review and monitor your financial plan’s progress, making adjustments as needed to stay on track.
Ongoing Support
We provide continuous support and guidance, helping you navigate any financial challenges and opportunities that arise.
Founder and Managing Director
At the helm of CNL Fidelity Sdn. Bhd. is our Managing Director, Lee Wei Li, also known as Michelle.
With over 20 years of experience as a professional licensed financial planner, Michelle has dedicated her career to empowering Malaysians, including young professionals, entrepreneurs, working adults, and mid-management, to achieve their financial goals and improve their financial wellness.
CNL Fidelity
mission & Vision
MISSION
CNL is dedicated to providing estate planning and wealth distribution services that prioritize the values of Care and Love. We are committed to building lifelong relationships with our clients and partners, offering guidance that goes beyond financial gain. Our mission is to ensure that every decision we make reflects our deep commitment to the well-being of our clients and their loved ones, helping them secure a future that honors their legacy and values.
VISION
At CNL, we envision a world where financial planning is not just about numbers, but about nurturing and protecting what truly matters—our loved ones and their future. We aim to be the leading financial advisory firm that sets the standard for compassionate and enduring client relationships. Our vision is to empower individuals and families to make informed decisions that ensure the care and love they provide today continues to flourish for generations to come.