What We Do Best

OUR SERVICES

Personal Wealth Management

We know that everyone has their own priority in their financial planing. We will aide you in balancing your financial portfolio in order to achieve maximum growth and properly manage the financial risk.

Personal Wealth Management

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Business Succession Planning

We believe that building a successful business requires time, effort, sacrifice and pain. Prevent your Business Asset from financial leakages and build it with proper succession planning.

Business Succession Planning

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Estate
Planning

We are certain no family would enjoys drama and complication upon the death of a member. Let us help you prevent that by proper estate planning and management.

Estate
Planning

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i-Service
Specialist

Everyone deserve a chance to enjoy great services. Let us handle your claims, servicing and insurance related matters.

i-Service
Specialist

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WHY CHOOSE US

01

We listen to what matters to you.

We see your goals for the future. We understand where you are in your financial journey. We listen to the questions you have.

02

We teach you about your options.

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.

03

We serve while keeping you in charge.

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.

Personal Wealth Management

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:

  • Ensuring sufficient medical funds available upon sickness or accidents, and living expenses to go through such periods.
  • Funding prepared in the event of death or permanently disabled.
  • Maximising the wealth growth through investment to fulfil your retirement and children’s tertiary education goals.


Without sufficient arrangement of the funding, you and your family might potentially face the toughest time in life.

Business Succession Planning

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.

Estate Planning

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.

i - Service Specialist

 Having insurance policies but without anyone to service or to help on your claims or amendment?
Agents no longer in service or has quit the industry?


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.

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