WealthCheck
May 6, 2023 2023-06-20 10:34WealthCheck
Secure your
financial future with
WealthCheck+
Whether you’re saving up for a dream home, planning for a comfortable retirement, or simply striving for financial freedom, WealthCheck provides the roadmap you need to get there!
Are you tired of feeling lost in the world of finance?
- I want to buy a car/house/something expensive. Can I afford it?
- Is there a better debt repayment strategy I can use?
- Is my investment and asset allocation good enough?
- Is there better insurance out there more suitable Or affordable for me?
- How much should I earn and save to retire early in Malaysia?
- Should I early settle my debts such as PTPTN, personal loan or car loan?
- What estate planning tools do I need and how do I go about it?
Ready to unlock the secrets to financial success?
With WealthCheck+, you’ll gain access to a powerful tool
that will change the way you think about money. Our
comprehensive financial report is not your average
documents, it’s an 80 pages deep dive into your financial
status, providing an immediate action plan to help you
achieve your goals, step by step.
What is
Our Immediate Action Plan include
- Using loan, debt consolidation or instalment plan to improve your cash-flow immediately.
- Help you set up a low-cost unit trust and ETF to get you started on your investment journey today.
- Use low-cost insurance to help you create a high coverage with low premiums protection plan.
- Setting up Wills or Wasiat to protect your legacy.
*set-up fee is required.
What improvement you can expect after going through our financial planning?
Start taking control of your budget and use your money more efficiently.
Increase savings by 10% to 20%.
Immediately reduce debts, loan repayment and interest.
Achieve insurance or takaful protection on life, CI, Medical and PA policy.
Have a clear idea on how to build a strong investment portfolio that can confidently generate expected returns of 8% to 12% p.a
Details calculation on how to achieve your financial goals such as early retirement, educational fund, downpayment for house, car, or vacations.
Start to success
Why Choose us?
We take your financial well-being seriously, that's why WealthCheck+ is prepared by a Certified Financial Planner
who has undergone extensive training and passed a rigorous
examination to earn the CPF qualification.
This CFP designation is recognized by FPAM (Financial
Planning Association of Malaysia) as the highest standard in financial planning, ensuring that our financial planner has the
knowledge and expertise to provide you with sound financial advice.
What is
When you need financial planning?
- You feel uncertain about your financial situation.
- You don't have time to sit down and plan your finances.
- You find it hard to get financial information that is up-to-date.
- You find it hard to budget and plan for the future.
Start to success
Our Services
WealthCheck offer unbiased recommendation with a personalized insights plus tailored strategies to help you make the most of your money, it is the ultimate tool for taking control of your financial future!
Let's talk - together we'll secure your financial future.
Say goodbye to financial confusion and hello to financial
clarity with WealthCheck+.
Mohd Shaharuddin Abdullah
Terrence Leong
Irene Tan
Sharvhess Thanabal
Azizam Morni
Let's Get Connected
For all other questions,please use the form. We will get in touch with you shorty.
