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insurance, investments, retirement planning, medical
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We are a group of Financial Planning Advisors
with 10 years of experience. We have the knowledge and
expertise to guide you through the financial planning
process. We want to help you live your dreams and secure
your family’s financial
future.
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financial
future...
With
over 300 products & services, we can provide you with
comprehensive solutions for you and your family’s financial
needs.
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planning landscape here is forever changing and evolving. Visit
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and many more.
Unlimited Range Of Financial Planning
Products.
We Can Help You To Shop For The Best In The
Market!
We will show you where to shop
for the best plans available in town. Not only that , we will
teach you and show you how to calculate
:
how
much of Life Insurance Cover do you need ?
how
much of Critical Illness Cover do you need
?
how
much do you need when you retire
?
what is
your ideal retirement age ?
how
much to save for your child's tertiary education
?
where
to get comprehensive medical cover for your whole family
without paying cash ?
how to
getFREEhospitalisation
cover for all your children
?
how you
can get paid for being disabled
?
where
to enhance your disability income plans whithout
paying cash ?
how to
diversify your investments to minimise risk
?
which
Unit Trust investments is suitable for you
?
Here At Our Firm ,
We Have Partnered With
:
10 Life
Insurance Companies
28 General
Insurance Companies
Various
Banks
Investment
Houses
Distribute
over 400 Unit Trusts
Plus, we
offer many other innovative financial
products.
We also have
the experiance and expertise to provide comprehensive advice on
how to manage your wealth according to the Syariah.
Visit our Islamic
Wealth Management pages for
more information and where to shop for the
best.
Plus many
more...
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Make A Financial
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Discover how to make a Financial Plan and take control over
your personal finances with these top 10 tips.
Have you reviewed your
financial health? Be wise and review your financial plans
to optimise wealth protection, accumulation and
distribution.
Our Proven And
Successful
6 Step Financial Planning
Process
For All Our
Clients
:
Stage 1 - Establish
Rapport And Define Client-Consultant
Relationship
explain our full range of
services
define mutual
responsibilities
agree on decision making
process
Stage
2 - Gather Data And Establish Clients
Goals /
Objectives
mutually define goals and
objectives
set time horizon to achieve
goals
identify risk
profile
gather relevant personal and
financial
information
Stage
3 - Analyse And Evaluate Financial
Status
identify strengths and weaknesses
in client's current financial
plan
determine paths to meet
goals
re-define and prioritise
goals
Stage 4 - Develop
And Present
Recommendations
cutomise to meet
goals
develop / plan strategies and
alternatives
present plan and help client
understand and make informed
decisions
obtain approval or revise
recommendations
Stage 5 -
Implement
Recommendations
Motivate action /
implementation
agree on manner of
implementation
co-ordinate the
process
Stage 6 -
Review Plans With Client
Periodically
monitor the plans
and progress towards
goals
evaluate
performance of implemented plans and
recommendations
review changes in
client's circumstances and financial
climate
make adjustments
when
necessary
So , if you have an
existing plan, we will be glad to review it and provide a
second opinion. Your financial needs and priorities do
change at different stages of your life, hence it would be
necessary to review it from time to
time.
All Your Fiancial Planning Needs Under One Roof. There's no need to go anywhere else !
Let this be your
last stop in search of solutions. With our wide range of
quality and innovative financial products/services, we offer
you a full range of options in investment, savings,
financial protection, financial education, property and home
financing.
Contact us by
email at and we will
help you to shop for the best package in the
market!
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