Award List

Short Description

As a Licensed Financial Adviser - offer independent and customised financial solutions

Insurance Types

• Accident & Travel
• Car & Motorcycle
• Estate Planning
• Group Medical/Life
• Home & House
• Hospital and Surgical
• Investment
• Key Man / Personal Accident
• Medical and Critical Illness
• Protection
• Retirement
• Savings and Investments
• SME Package
• Unit Trusts
• Will Writing

Insurance Companies

• AIA
• AIA & AIA Public Takaful
• AIG Malaysia
• Allianz Malaysia
• AmAssurance & Kurnia
• Chubb Insurance Malaysia
• FWD Takaful
• Great Eastern Life & Takaful & OAC
• Hong Leong Assurance
• Manulife Insurance
• MPI Generali
• Prudential Assurance & Takaful
• Zurich Insurance Malaysia

Languages

• English
• Bahasa Malaysia
• Mandarin
• Cantonese

Long Description

my role is represent client engagement and plalce client's interest first to provide a most suitable financia solutions at every stage of your financial life cycle.
including:
. risk mangement and insurance planning ( multiples of insurance companies eg. AIA, Prudential, GE, HLA, Allianz, FWD, Zurich, Manulife and more....)
. Saving and Investment planning ( with access to diverser suits of products and services from top tier invesment banks and offshore banking partners)
. Tax Planning strategies ( helping you yo optimise your tax postion effectively)
. Estate & legacy planning (ensuring your weath is protected and passed on according to your wishes)

Scope of Services: 

• Risk mangement and insurance planning ( multiples of insurance companies eg. AIA, Prudential, GE, HLA, Allianz, FWD, Zurich, Manulife and more....)
•  Saving and Invesment planning ( with access to diverser suits of products and services from top tier invesment banks and offshore banking partners)
  
• Tax Planning strategies ( helping you yo optimise your tax postion effectively)
• Estate & legacy planning   (ensuring your weath is protected and passed on according to your wishes)
• Comprehensive Financial Planning