WE OFFERPersonal & Family Solutions

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Financial Planning & Solutions

Financial Planning is an ongoing process to help you make sensible decisions about money that can help you achieve your financial goals in life

It might involve putting appropriate wills in place to protect your family, thinking about how your family will manage without your income should you fall ill or die prematurely, spending money differently, but it involves thinking about all of these things together i.e. your ‘plan’. You can build a plan on your own, or if your needs are more complex you might want the help of a Financial Planner.

Create a sound financial plan in six steps:

  1. Establish your goals in life – short, medium and long term
  2. Work out what assets and liabilities you have – write them down
  3. Evaluate your current financial position –  how close are you to achieving your goals?
  4. Develop your plan – create a “route map” for achieving your different goals
  5. Implement your plan – make the changes and make it happen
  6. Monitor and review your plan at least yearly and make adjustments when needed

Read More AboutOther Personal & Family Solutions

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Financial Planning & Solutions

We offer a vast range of financial planning/ solutions and advises.
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Children's Education Fund

Start your children's education plan early and reap the rewards later
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Wealth Protection

Talk to us to understand our General Plans
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Comprehensive Family Takaful Plans

Various Takaful Plans for Your Families.
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Wealth Accumulation & Preservation

It's something everyone should own. If you haven't- time to get one.
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Wealth Distribution/Trustee

Trust us for to manage your investments
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Retirement Plans

Save for the Golden Years of your life.
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Will Writing

Avoid disputes among family members
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