We provide advisory and assistance on the following areas:
- Charting your own Financial Blueprint (Master) (Click here to know more)
- Net Worth, Cash Flow, Debt Management, Financial Ratio, Retirement, Children Education, Risk Management & etc. This shall serve as the blueprint to achieve our Financial Goal.
- Mortgage Advisory
- Mortgage Loan Application, Mortgage Loan Review, Refinancing, Loan Protection and etc.
- How can I complete my mortgage loan before my retirement?
- Insurance Planning
- Personal Insurance Plan Review, Insurance Planning, New Insurance Application. (Health, Life, Critical Illnesses, Accident & etc)
- General Insurance Coverage on Property/ Assets. (Fire, Motor, Marine & etc)
- Employee benefits.
- Education / Retirement Planning
- Setting Education/Retirement Goal, Plan Design, Periodic Review & etc.
- Employee benefits for retaining the right person.
- Estate Planning
- Will, Trust, Business Succession Planning & etc.
We also provide Training, Talks or Seminars upon request in all areas discussed above, we welcome any corporation, associations and groups to talk to us.
Some of the topics covered:
- Leverage on Mortgage Loan for Property Buyers.
- Know your Customer – Easy Mortgage Assessment for Real Estate Agent.
- Finance is Fun – Financial Awareness through Game.
- My Money & Me – Financial Awareness Talk.
- How do Loan Works? – Debt Management – Difference types of loan and their implications.
- Many more….