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PERSONAL

WEALTH MANAGEMENT

HEALTHCARE PROTECTION

Your health, not money, is your most important life asset. We recommend you appro- priate solutions to prevent you from worrying unnecessarily with your loss of income coupled with the escalating cost of medical expenses. Because when an illness strikes, you should focus on getting well, not getting worried about money.

INCOME PROTECTION

Whether you are embarking on your career or are already successful and established in your industry, protecting your income producing years from life’s unexpected events is a crucial step. We only recommend you the protection you require, with no unnecessary features. Just honest, authentic advice for peace of mind for life.

SAVINGS & INVESTMENTS

It doesn’t matter whether you have a short term goal to buy your dream car, or your retirement 20 years later, we have bespoke solutions that help you attain your goals at the pace you desire, and at the risk appetite that you are comfortable with. Our consultants will guide you to navigate the possible pitfalls and opportunities you can take advantage of.

RETIREMENT PLANNING

Your working hours are finally yours to spend as you wish with the people you love. Share with us your desired picture of retirement life and we will help you plan to make it a reality.

We strategise plans for your achievement of this desired lifestyle when you retire 20 years later without compromising on your quality of life today.

EDUCATION PLANNING

Every parent wants to give their children the best chance to get ahead in life. Start investing before they speak their first words. You want to be ready to provide them with choices when they are ready for higher learning. We offer you options to ensure that their education funds required are taken care of without compromising on your quality of life and time with them during their growing up years.

LEGACY PLANNING

You have worked hard to build your wealth and assets. Together with our consultants, you can be assured that your loved ones enjoy the fruits of your labour according to your wishes, even if you are no longer around. Secure the financial future of those who matter most to you.

CONTACT US

G.016, The Square, Jaya One, 72A, Jalan Universiti, Seksyen 13,

46200 Petaling Jaya, Selangor.

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+60125861064

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