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Wealth management

Image by John Schnobrich

Are you looking to…

  • Buy a car/house

  • Build up your retirement funds

  • Reach your financial goals

  • Start that business you believe will change your family life

  • To keep your money value above inflation

  • Create another source of income

  • Build your passive income

Or just merely want to make your idle money work harder and grow faster

We got your back!

Over our lifetime, we get many chances to make a fortune, the question is how do we capture the chance?

Different financial instrument fulfils different role.

3 key things when it come to Wealth Management I have 3 things to ask you:

  1. How much do you need to achieve?

  2. What will be the money for? House? Children Education? Retirement? Etc…

  3. By when will this money be needed?

For every investment, there is pros and cons in each investment decision and with so many tools out there, we are here to craft and tailor a personalized investment plan just for you.

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*Investment Report

Image by Scott Graham

Things we do:

  • Investment Education

  • Risk Profiling

  • Investment projection

  • Fixing your old investment portfolio

  • Investment Portfolio consolidation

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Why work with us:

Personal; we understand you before we embark on our planning, we work with clients who is ready.

 

Professional; Our Investment Planner have all went through rigorous training curriculum before they are even allowed to start advising client on Investment Planning and are interned with experienced Practitioner who show them the rope on proper planning.

 

Practical; would you trust the guy who tell you to eat porridge everyday so that you can have your lobster everyday when you retire? Same goes for us, we don’t believe nor give advice like asking you to scrimp and save just so you can have a better far future. Investment Planning is about being enjoying your current lifestyle without compromising your future.

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Here are what some of my client said about us

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Common questions we get asked:

  • Schedule of assets not attached to the Will
    Many time when client never attached the schedule of assets, the family end up has to “hunt” for the assets after they left, make it easier for them by telling them what do you have.
  • Storage of Will
    Only the original Will is valid, imagine if you store the will in a safe, where access will be allowed only upon official Will furnished, won’t it pose a challenge for your family to find your assets?
  • Guardianship
    Who is the best candidate to help take care of your kids when you are gone? Taking into account your spouse left together with you.
  • Legal age
    If you have left money to your kids directly, they will not be able to access it until they are 18 years old. The money will be in the care of government and will not be allowed access by anyone until they are of 18 years old, will this impact their lifestyle?
Business Meeting

"The good advisor will cut short your retirement age by half.

The RIGHT advisor help you to enjoy life till retirement"

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