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Personal Financial Advisory

SERVICE THAT WE PROVIDE
SERVICE FOR
OUR CUSTOMER !

Customers are the reason that businesses exist. Keeping those customers happy means being responsive to their needs and wants. A good customer service experience can turn a one-time customer into a lifelong repeat customer. People like to share their good experiences. Excellent customer service can turn into positive word of mouth.

So what do you need? We listen to your needs and having understand that, we will then proceed to tailor make plans that best fit your needs. No two plans are alike, that's because everyone's needs are different. Being financial advisers. we have the advantage of having many insurers partnering us to give you a wide selection of available plans in the market, locally and overseas alike, any age group and any health conditions you may be.

If you have time, you may also use our specially curated summary of plan to see what's in the market that fits you and contact us after you have decided. You will be amazed with the choices at your finger tips!

Personal Financial Advisory

Life Protection

Life is anything but predictable. Leave a legacy or protect your income. Give yourself and your loved ones the comfort of knowing what comes may, they life will go on when you are long gone.

Medical Protection - Life Insurer

Getting yourself and your family the right medical protection is crucial to prevent a potential meltdown. With ever increasing medical inflation, it's crucial to have options.

Medical Protection - General Insurer

Getting yourself and your family the right medical protection is crucial to prevent a potential meltdown. With ever increasing medical inflation, it's crucial to have options.

Critical Illness Protection

From early to advanced stages. Find a plan that covers you at any point. An essential coverage plan that will protect you against 36 major critical illnesses, effectively gives you peace of mind.

Female Protection

Behind everyone successful man, there's an equally successful woman. Protect that woman in you by getting the right female coverage, whether you are single or married.

Savings & Investments

Disciplined saving helps plan your finances - whether it is to retire in Ipoh, purchase a new home in Kinrara or fulfill your child's education needs in London.

Annuity

An alternative source of income to supplement a drop in your salary. That’s where pension savings come in. Although you are saving with a long time horizon, the same principles of saving apply. The early you start the easier it becomes and the bigger your nest egg.