Our Services
January 11, 2021 2023-06-20 9:37Our Services
Our Services
Cash Flow Planning
Our Cash flow Planning service offer expert assistance in helping you manage your money effectively, ensuring you cover expenses and achieve financial goals. By understanding your income and expenses and creating a plan, you can minimize outflows, maximize inflows, build savings and make smart investment decisions.
Debt Management
Our Debt Management service is all about taking control of your debts and finding smart strategies to pay them off, whether it’s through lowering interest rates or reducing monthly payments. We will provide effective solutions such as debt consolidation, debt restructuring, or instalment plans after assessing your current financial situation. We'll also handle the entire bank loan application process to make it as stress-free as possible for you.
Investment Planning
Feeling lost when it comes to investing? With our Strategic Asset Allocation (SAA) system, you can navigate the complex world of investing, meet your financial goals, and diversify your investments across different asset classes to reduce risk and maximize returns. Our team will guide you towards low-cost investment products such as index fund or ETF and unit trusts that can help you achieve your financial goals while keeping fees and expenses to a minimum. *All our investment products are licensed by the Securities Commission Malaysia.
Insurance & Takaful Planning
Our philosophy in insurance planning is about buying only what you need, but not too little, just enough to provide the necessary protection and peace of mind. We will customize a plan using Total Need Approach to fit your unique situation and budget, whether it's life, medical, critical illness, or personal accident coverage. We will assist you in comparing over 10 insurance companies to select the product that best suits your needs. Say goodbye to high insurance premiums with our help.
Retirement Planning
Our retirement planning includes detailed calculations on how to achieve your desired lifestyle, whether your EPF or PENCEN is enough to cover your retirement lifestyle, and what additional steps you may need to take to ensure a comfortable retirement. Our team is here to guide you every step of the way and help you create a solid retirement plan that aligns with your goals and priorities.
Estate Planning
Estate planning is all about securing the future of your loved ones and protecting your assets after you're gone. It involves creating a Wills or Wasiat for the distribution of your assets, such as property, investments, and personal possessions, to ensure that they are passed down according to your wishes.
