Customize, Comprehensive Financial Planning Services
Financial Planning is the evaluation of your current and projected financial situation in order to develop a series of steps necessary to successfully achieve your financial goals. Importantly, as every client is unique. Our plans can easily incorporate all factors that may impact your plan.
Our Services
Taking the time to understand your needs, we specialise in customizing personalised plans with you at the heart.
Individual
The first step in the planning process is to set your Financial Goals. Planning without knowing your goals serves no purpose. These goals can be as simple as maintaining a desired lifestyle in retirement, providing for a child’s (or grandchild’s) higher education, and ensuring the family is taken care of in the event of death or disability, planning a legacy.
Retirement Planning
Proper retirement planning is essential to safeguard your preferred lifestyle during your golden years. It is important to save and invest your money wisely to ensure you earn a return which is higher than the inflation rate.
|
Education Planning
Do you feel anxiety when you think about how to pay for your child’s college education? We are well versed in the various options available to parents to help fund their child’s higher education goals. Contact us to get a free copy of university cost guide 2020.
|
Special Financial Goals
Estimate the amount of savings needed and determine the probable funding options to help reach your financial goals. We can customize suitable plan for you based on short/medium/long term investment.
|
Estate Planning
Estate planning is an important component in the financial planning process. Proper estate planning will ensure a smooth distribution of your assets to your loved ones according to your wishes. We offered Will Writing/ Wasiat Writing and Trust Nomination/ PB Hibah services.
|
Protection Planning
Protect yourself and loved ones against the unexpected. We do not sell insurance of any kind, but we have the knowledge to direct you in the right direction.
|
Plan a Legacy
What happens to your family and business if you get sick or are unable to work? Do you have a succession plan? Will your family inherit the value of your business? We can help you plan for your businesses’ future and make sure you are on a stable footing.
|
Corporate
cash management |
Tax Savings |
Talent Retention |
|
Providing an efficient cash management tools for corporate investors
|
Employers are allowed tax deductions on contributions to PRS made on behalf of their employees up to 6% to 7% of employees’ remuneration.
|
Employers get to retain talents by rewarding loyal employees.
|