Making Your Dreams Come TrueAs you get older, busier and wealthier, you may not have enough time to do your own research and learning the ever-changing trend in investment.
Like most people, you have hopes and dreams and life goals for yourself and your family. These might include buying a home or business, saving for college education for your children, taking a dream vacation, reducing taxes, retiring comfortably.
How Financial Plan Works?Having a Licensed Financial Planner will help you make better decisions on your personal finances. I will personalize a financial plan that suits your need and budget with your ultimate objective in mind.
Provide financial direction
Better control of your money
Grow & protect your assets
Make the right choices & avoid costly mistake
When Do You Need a Licensed Financial Planner?Everyone, including those on a modest income can benefit from a financial plan. Often a specific event or need will trigger the desire for professional financial planning guidance. These might include:
Thinking of starting a family
Planning for retirement
Other life changing events
Do You Need a Financial Planner?In today’s hectic world, it can be beneficial just to have a financial expert looking over your shoulder to double-check your planning efforts and make sure you stay focused and follow through with your financial plans.
Act As a Financial Coach
You may not have the expertise, the time or the desire to actively plan and manage certain financial aspects of your life.
Helps You Get Started
If you have a goal but has no idea on what to do to reach that goal, a financial planner can help you conceptualize that goal into a sound financial strategy.
Neutral Point of View
You may benefit from an objective, third-party perspective on what are often emotional, difficult decisions.
Engaging a Licensed Financial PlannerFinancial planning is the process of wisely managing your finances so that you can achieve your dreams and goals-while at the same time helping you negotiate the financial barriers that inevitably arise in every stage of life.
Get a Clear Picture of Your Financial Situation
- What you own — home, saving, car, other investment.
- What you owe — debts including loans, mortgages, and outstanding credit card balance.
Ask Yourself What Type of Financial Plan You Want
- Comprehensive — Examines all financial areas simultaneously. (protection, investment, retirement, estate planning)
- Modular — Address a specific segment of your financial life.
During Initial Engagement, I Will Provide You With:
- The scope of the plan.
- Fees — How much you will be charge.
- Confidential clauses.
Our Services IncludeWe offer comprehensive financial solution to assist you in managing financial
affairs to meet your life goals.
A will is important to have, as it allows you to communicate your wishes clearly and precisely.
A trust can give you more control over when and how your beneficiaries receive assets.
Your estate plan may bring new financial needs to your attention. Let us be your trusted partner every step of the way, with our broad range of options.
We provides financial advice and guidance to solve your doubts on financial related issues, such as insurance needs, investment management, income tax preparation and estate planning.
Get a clear picture of where you stand with your finances, whether you are looking to action a specific need or simply want the peace of mind that your finances are in good shape.
Proper succession planning is essential for family businesses in particular, which will have to either identify family members who are qualified for leadership positions or consider other contingencies beyond the family.
Think you’re ready to retire, but want to make sure? This two-hour consultation may be just what you need.
As a natural part of life, there are many risks that threaten your well-being and financial security no matter how hard you’ve worked. It is crucial for us to ensure that our clients and their loved ones can live the lifestyles they want, even if the unexpected happens.
General insurance helps us protect ourselves and the things we value, such as our homes, our cars and our valuables, from the financial impact of risks, big and small.
Business property insurance can be one of the most important investments you make for your business. You can choose to cover your office furniture, fixtures, tools and inventory against damage and losses.
Portfolio construction is about investing accross a range of funds that work together, creating an investment strategy for investors.
An account that wraps all unit trust investment consisting of different asset classes from different fund management company into a portfolio.
This allows us to specialize in all dimensions of trades and stocks, because we have a specialist within the team for every scenario.
A voluntary long-term investment scheme designed to help individuals accumulate savings for retirement, it complements the mandatory contributions made to EPF.
You have the right to arrange your financial affairs to keep your tax to a minimum. We help you to identify the possible tax-saving opportunities for the current year with tax tips and tax savings ideas.
- April 19, 2019
- March 20, 2019
- January 31, 2019
- December 25, 2018
Book Your Consultation TodayFor a conversation, leave me a note and my team will be contacting you for further arrangement.
- 017-576 8576
- No. 11-1 Jalan KLJ 6, Taman Kota Laksamana Jaya, 75200 Melaka
- Mon–Sat: 10:00 AM–8:00 PM