Engaging a licensed financial planner, as important as engaging a qualified & professional doctor and lawyer in handling most concern issues in our life.

What could you expect from our financial advisory?

Personal Health Check: Analysis of your cash flow, Net Worth Statement (Assets and Liabilities) and Money Management to unleash your lazy assets to active assets!

Investment Planning: Measurement on your invested assets- meet your expectation over the years? Or you may restructure your asset allocation if there is better alternative way!

Retirement Planning: To measure could you retire now or we are here to customise a strategy for helping you to achieve your retirement goal (or early retirement)!

Child Education Planning: As the years go by and the children grow up, new questions begin to form: Public or private schools? Local or international syllabus? Can we afford overseas university education? 

Insurance Policy Review: Do you buy enough insurance policy to protect your family and wealth? Or you may accidentally over-bought too many insurance policies which may restrict your allocation of financial resources?

Estate & Legacy Planning: To measure your estate to be distributed according to your last wish or assess necessity to set up a private trust to safeguard your funding for your love one!

Local & Offshore Life Insurance Panel 

As a licensed Financial Adviser Representative (FAR) by Bank Negara Malaysia, we are authorized to access and recommend most local and offshore life insurance companies without bounded by only one life insurance company. We provide insurance advice with non bias practice and choices of most affordable premium by comparing and analyse from each insurance provider. Therefore, there is no overbought unnecessary insurance policies or over allocation of financial resource by overpaid insurance premium.

Local & Offshore Fund House/Participating Fund Manager

Want to retire early? Want your retirement capital sustain longer? How about your children education funding? You can achieve both easily and effectively if you start to plan now!

As a licensed Financial Planner with Capital Market Service Representative's License (CMSRL) by Securities Commisison, we are authorized to access and recommend most local and offshore Fund Houses and Participating Fund Managers without bounded by only one investment company. Tailored investment portfolio and strategies with constant review and rebalancing are recommended to suit the need of our clients to achieve their financial goals. Different phases in wealth management such as wealth accumulation phase, wealth preservation phase and wealth consumption phase lead to different advisory approach and recommendations. 

Among financial vehicles used in investment planning are wrap and non-wrap unit trust portfolio, managed accounts, ETF, stock, corporate bond paper, labuan regulated offshore investment, Private Retirement Scheme funds etc. 

Portfolios specifically designed to help you achieve that dream! And we’ll build you a realistic investment plan that gets you there.

Estate & Legacy Plan

Estate and Legacy planning, the last step of "personal exit plan", the act of preparing how you will bequeath your property and assets to your loved ones after your death, particularly if your kids are below age 18, what could be the scenario if both parents expired? What if the kid has special need which your estate may not last for long term? Setting up an estate and legacy plan can be as easy as 123, speak to us to distribute your right financial resources to right person at right age with right estate and legacy plan!