This is what we do best.
Insurance and Takaful
Retirement Planning
Education Planning
Estate Planning
Investment Planning
Islamic Wealth Planning
Insurance and Takaful
Protect against loss of income source or income provider in the family
Accumulate for certain financial goals, i.e education, buying a property etc.
Leave an amount of wealth and legacy for future generation
Retirement Planning
Identifying the capital and timeline needed to retire
Minimize the impact, consequence, effect of risk that will affect your retirement journey
Planning that helps to preserve retirement funding
Education Planning
Securing your dream to provide quality education to your children
Safeguard or accumulate the wealth needed for your children’s education plan
Making sure your children gets into a better quality school
Estate Planning
Plan towards the wealth or asset that you want to leave for the next generation
Planning and writing a will to distribute your estate so you can pass without worries
Creating your desired wealth and asset to leave behind for your family
Investment Planning
Identify your financial goal and work towards it together
We will first find out your risk appetite & time allowance for investment then advise accordingly
We advise which type of investment product that is suitable for you
Islamic Wealth Planning
Consist of Takaful, Shariah compliance investment, & Islamic Estate Planning. (show that we take care of Muslim friends)
We highlight and bring to your knowledge of how to take care the well being of your family
Option of “Hibah” to take care the well being of your family
A planning to debt-free before you pass on