Fast Track Management Career Path
7th Asia Most Trusted Insurance Agent and Financial Advisor (Finalist)
PEOPLE DON'T PLAN TO FAIL.
THEY JUST FAIL TO PLAN
How much wealth do you need to make your retirement a sweet victory?
We will show you our Top Strategies on how to
Optimise your insurance portfolio so you can continue enjoying getting covered against expensive hospital bills without paying premiums when you retire
How to enjoy lifelong passive income through global investments and enhance your returns while reducing risk through diversification
By consolidating your insurance, investment and properties into a one page summary, our software can help you track and analyze your portfolio and provide tailored recommendations based on your financial goals.
If you are looking for a professional wealth advisor as your partner in financial planning, book your 30 min Discovery Meetup. No obligations !
Are you Looking for a RELIABLE & TRUSTED FINANCIAL PLANNER ?
If you are sick and tired of working with fly by night insurance agents trying to sell you more insurance plans, its time to start partnering with a Professional Financial Planner that truly serve your needs
I am Glad I Found a Reliable and Trusted Insurance Agent and Financial Advisor to help me in my insurance and investments
Dr Lai (General Dental Practitioner)
My Financial Planner is easily reachable and very approachable. I like how he works with my children, helping our family with islamic financial planning
Abdul Kadir (Citigroup Senior Vice President)
PLUS being easily reachable & approachable
AND able to work with your children
Having a family financial planner who works with multi-generational families ensures that your children and even grandkids understand and appreciate the legacy you leave behind. And properly taken care of...
By helping you build your wealth by making the right investment decisions
having a professional and competent financial advisor will go a long way to assist you build and preserve your hard earned wealth against life uncertainties.
I appreciate having a financial advisor who can explain the various complex investments out there in a simple form, so that I can understand and make the right decisions
Datuk Dr Clarence (Clarence Law & Offices)
“WHY WORK WITH A FINANCIAL PLANNER?”
The Four Biggest Heartaches when we retire is
#1: High Inflation : Things are getting more expensive
#2 Low Interest Rate : Bank Interest is dropping
#3 Longevity : People are living longer
#4 High Medical Bills :
A sudden sickness or accident can potential wipe out our savings
Having the Right Financial Planner to help you navigate life uncertainties by putting the right financial plan in place gives you the peace of mind ...
Think of a financial planner as your partner.
As you work hard building your career or business and making money to provide for your loved ones, your financial planner is your partner in helping you protect, build and preserve your hard earned wealth.
If you would like to discover if we are the right fit, click on the link below to book a no obligation discovery call today
