Our Clients Satisfication
Is Our Goal
     
 
  4 step planning process:
  • Initial Discussion
  • Financial Analysis
  • Recommendation
  • Implementation
 
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Products

We utilise:-

  • Life/Takaful insurance for risk management planning
  • Unit trust/Private retirement scheme for wealth accumulation planning
  • Will/Wasiat/Trust for estate distribution planning

For risk management planning we only use 5 products:-

  1. Life
  2. Critical illnesses
  3. Medical
  4. Personal accident
  5. Savings/annuity plans

For wealth accumulation we use only:-

  1. Unit trusts that consistently outperform benchmarks for a minimum of 5 years
  2. Syariah unit trusts that consistently outperform benchmarks for a minimum of 5 years
  3. Top 5 private retirement scheme

For estate distribution we make sure of:-

  1. Creation of a testamentary trust in the event of a common accident to both parents
  2. Cover all future unborn children
  3. Naming a minimum of 3 guardians
  4. A will that could stand the test of time