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Bringing You Centsible Choices
& Financial Peace of Mind
Whether you are a business working to meet your investment planning and fiduciary responsibilities, an individual saving for retirement or an investor seeking all the elements of a sustainable financial plan, we offer a broad suite of services to assist you in building, preserving and managing your wealth.
We work closely with you to set meaningful goals and empower you to define financial success on your own terms; and help you achieve what’s most important.
Personal
Sleep better at night, with the comfort of financial peace of mind.
Corporation & Institution
Taking care of employees, risks, business continuity & investments
ABOUT US
Who We Are
Licensed Financial Planning Firm – by the Securities Commission Malaysia
Approved Financial Adviser – by Bank Negara Malaysia
We provide comprehensive wealth management services for individuals and corporations
PERSONAL
Financial peace of mind can only be achieved by
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including the significant people in your life - your family and loved ones
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having goals and reasonable expectations
Let us support you with a comprehensive plan in the following areas:
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Income and expenses
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Insurance coverage
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Education Planning
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Retirement Planning
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Investment portfolio plannning
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Debt/Cashflow planning
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Elderly care or long term healthcare planning
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Charitable gift planning
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Estate planning
CORPORATE
Let us help you sleep well at night, knowing that your business will be in good hands.
Employee Retention
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Life, Personal Accident, Hospitalization & Critical Illness Insurance
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Higher staff morale & productivity
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Cost savings in hiring & training new staff
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More take-home pay on same payout
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Retirement benefit plan
Risk Management
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Some risks you can pass to insurance companies
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Losses in the event of fire, flood or theft
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Customers suing when your product caused harm or damage
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Legal actions against your directors or officers
Let us help you win:
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Better cost savings
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Better coverage for the same cost
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Better alternative options
Business Succession
Let us help you sleep well at night, knowing that your business will be in good hands.
You worked hard to build your business over the years.
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What happens when suddenly… you become incapacitated or died?
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Would your family’s business interest be protected when you are not around?
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If your partner departed, would you want his family members in the business?
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What if you lose your key employee?
Investment Management
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Optimize your idle cash
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Improve your Cash Management
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Manage your investment portfolio
News
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Aug 18, 2020
Do you have a financial plan in preparation for a new family life? Well, better late than never...
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Aug 11, 2020
Have you ever thought …
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If you unexpectedly left your family behind…
What will happen to your money, properties and other assets when your children are still young (under 18)?
Will your children be able to receive or manage your assets at such a young age?
Come and find out how to ensure that your assets can be securely passed to them.
Register here: https://forms.gle/P9VtTz6M5ge7r8nS9
Hurry, Seats are Limited! Proper social distancing will apply.
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Contact
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Address
31D-3 Kelana Mall, Jalan SS6/12, Kelana Jaya, Petaling Jaya, Malaysia, 47301
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Telephone
+603-7496 6060
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Hours
Monday - Friday: 9:00 am - 6:00 pm
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