Services

Customised Financial
Solutions

We are well known for looking after our clients because we tailor make financial plan according to individual needs rather than just selling policies.

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TAILORING TO YOUR NEEDS

Our Services

"I believe planning is bringing the future to present. A goal without a plan is just a dream."

Starting with a free policy review, we strive to understand your current needs and challenges. Putting your best interest in mind, we tailor the best possible plan in the market for you. Regardless the agency and insurance provider of your existing policy, we handle them well to provide you a peace of mind. Following up and following through, we ensure all claims and other matters are attended with immediate actions.

FINANCIAL PLANNING

Securing Your Life In 4 Stages

Euro money bag and metal shield. Ease doing business. Guaranteed protection of foreign investment in economy. Attractive business conditions, rule of law, secure capital. Currency resistance to shocks

STAGE 1

WEALTH
PROTECTION

1. Health Insurance
Settle the cost of
Hospital Bills.


2. Critical Illness
Protect against the Financial
Burdens of Critical Illness.


3. Loss of Income
Protect your loves ones’ against life's uncertainties and unpredictability.


Human hand stacking generic coins over a black background with hexagonal golden shapes. Concept of investment management and portfolio diversification. Composite image between a hand photography and a 3D background.

STAGE 2

WEALTH
ACCUMULATION

1. Savings
Make your money work harder for you, Building up your Egg.

 

2. Investment
Participating in Global
Economic Growth.

 

3. Retirement
Designing a lifetime Passive
Income Stream.


Golden coins and hourglass clock. Return on investment, deposit, growth of income and savings, time is money concept. 3d illustration

STAGE 3

WEALTH
PRESERVATION

1. Universal life
Life insurance with an investment savings element plus low premium.

 

2. Keyman insurance
Ensuring Business Continuity and Effective Transitions to minimize the lost to the company

 

3. Business insurance
Protect business owners from unexpected losses

A businessman separates part of the money from the total. Payment of taxes and deductions. Corruption Kickback on orders, bribery. Financial management and distribution of funds. Saving and investing.

STAGE 4

WEALTH
DISTRIBUTION

1. Estate Planning
Life insurance with an investment savings element plus low premium.

2. Will and Trust

Will - Designating the beneficiary of your Estate & take effect upon death.

Trust – Instructions to care for yourself and your family during your lifetime, in the event of incapacity (Total Permanent Disability, Critical Illnesses, Unsound Mind) & at death.

Distribution of wealth and legacy before death, at death or afterwards. We can preserve your wealth & legacy for your loved ones.

3. Business Succession Plan

Strategy to pass on leadership roles within the organisation. It ensures that businesses continue to run smoothly after a company's most important people have to leave the company due to retirement, resignation, termination, transfer, promotions or death.

4. Generational Income

Passing on passive income to future generations.

OUR SERVICES

Your Needs Are Our Priority

Free Need
Base Analysis Report

WORTH RM 288

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Life / Asset
Protection
Planning

What is your Human Life Value?

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Medical
Planning

Is your medical card cover all latest cancer treatment?

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Critical Illnesses Insurance

Is your CI plan cover early stage and multiple claims?

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Investment Portfolio Planning

Do have passive income?

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Will & Trust
Creation

Free 30 minutes consultation.

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Retirement
Planning

What is your retirement figure?

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Business Continuation Planning / Keyman Insurance

Will your Business Die together with you?

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Dolphin Builder Free Personal Accident

Dolphin Builder Free Personal Accident RM 50,000

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Get In Touch With Us

Our mission is to provide peace of mind and be the best in the eyes of our clients while providing a successful entrepreneurship platform and inspire creativity, passion and fun in our team. All in all to create positive impact to the society.