What We Do Best
We see your goals for the future. We understand where you are in your financial journey. We listen to the questions you have.
You won’t have to do all the research on financial tools. We educate about the financial tools and details that you may not have known about.
Nobody likes sale pitch and product pushing. While we can help manage your financial portfolio, we don’t intimidate. We know it’s your money and put your goals first.
Everyone has their own limit of budget and cashflow in managing their day to day finances. We need to take care of two major elements in our finances, namely growing the Wealth (or net worth) and managing the financial risk.
The following are our areas of core practice:
Without sufficient arrangement of the funding, you and your family might potentially face the toughest time in life.
Every business deserves a fair ground and to be thrives based on competitiveness and hard work. While you are busy focusing in expansion, let us cover your business from potential breakdown either due to lost of a key person, 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 manages by the wrong hand. Find out how you can protect your business value for a few generations to go.
There are RM60 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 loved 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 your to “be” here to help manage the asset, even when you are not physically here.
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.