SPECIALIZATION AREAS
Personal Financial Planning
Estate Management
Business Insurance Program
i-Service Specialist
Personal Financial Planning
While medical cost increases with the implementation of GST, having adequte medical insurance shields you from the calamity of medical charges.
You can protect your family while you are around, BUT who protects your income when you are not here anymore?
Education costs increase dramatically every year. While our children might be smart enough to go for tertiary education, are the parents are smart enough to prepare the fund? Diversification is the key to ensuring an adequate education fund at the right timing.
As the living cost increases dramatically every year, stock up your own retirement planning to avoid living an insignificant old age.
Getting old is a must but being old and poor can lead to a stressful and gloomy old age.
Plan ahead before reaching your golden age.
Estate Management
There are RM 72 billion frozen assets reported in Year 2016. While you are wise in accumulating yours, have you plan out your estate just in case you are no longer around or deemed legally incapacitated?
Proper estate planning helps you remove the potential uncertainty while you are busy increasing your assets.
While the general understanding of having a will allows you to distribute your estate to right beneficiaries based on your wish and can avoid family disputes. The lesser known fact is, it can help reduce unnecessary expenses to your estate and prevent delay for your love ones from inheriting your estate.
While you are here, you can control the asset, who is there to control once you are not here anymore? Having a trust allows you to "BE" here to help manage the asset, even when you are not physically here.
Business Succession Program
Every business deserves a fair ground and to be thrives based on competitiveness and hardwork. While you are busy focusing in expansion, let us cover your business from potential breakdown either due to lost of a keyperson, death of a director, or losing important staff due to incompetent staff benefits.
Building a solid business foundation is not easy, but breaking it is easy if being managed by the wrong hand. Find out how you can protect your business value for a few generations to go.
i-Service Specialist
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Having insurance policies but without anyone to service to help on your claims or amendment?
Agents no longer in service or has quitted the industry?
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Introducing i-Service Specialist to help you solve all these problems for a small amount of administrative fee and enjoy professional advisory and servicing of your existing policies for all insurance and takaful companies.