Wealth management
Are you looking to…
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Buy a car/house
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Build up your retirement funds
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Reach your financial goals
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Start that business you believe will change your family life
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To keep your money value above inflation
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Create another source of income
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Build your passive income
Or just merely want to make your idle money work harder and grow faster
Over our lifetime, we get many chances to make a fortune, the question is how do we capture the chance?
Different financial instrument fulfils different role.
3 key things when it come to Wealth Management I have 3 things to ask you:
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How much do you need to achieve?
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What will be the money for? House? Children Education? Retirement? Etc…
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By when will this money be needed?
For every investment, there is pros and cons in each investment decision and with so many tools out there, we are here to craft and tailor a personalized investment plan just for you.
*Investment Report
Things we do:
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Investment Education
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Risk Profiling
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Investment projection
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Fixing your old investment portfolio
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Investment Portfolio consolidation
Why work with us:
Personal; we understand you before we embark on our planning, we work with clients who is ready.
Professional; Our Investment Planner have all went through rigorous training curriculum before they are even allowed to start advising client on Investment Planning and are interned with experienced Practitioner who show them the rope on proper planning.
Practical; would you trust the guy who tell you to eat porridge everyday so that you can have your lobster everyday when you retire? Same goes for us, we don’t believe nor give advice like asking you to scrimp and save just so you can have a better far future. Investment Planning is about being enjoying your current lifestyle without compromising your future.
Here are what some of my client said about us
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Common questions we get asked:
"The good advisor will cut short your retirement age by half.
The RIGHT advisor help you to enjoy life till retirement"