Servis Financial Planner Malaysia
Mr Fairuz - Mon 17/Apr/2023 2:48pm
FINANCIAL PLANNER MALAYSIA

Adakah anda mencari Financial Planner? Kami dari Wealth Vantage Advisory Sdn Bhd iaitu sebuah syarikat Financial Advisor yg berdaftar dengan Bank Negara = https://www.bnm.gov.my/-/approved-financial-advisers

Apa Financial Planner?

Financial planner beri advice secara ''tailor made'' perancangan kewangan (financial planning) bermula dari cash flow fact finding dan cadangan penambahbaikan untuk capai hasrat anda, dalam aspek:
1) Pelaburan (UT, Saham, Hartanah, Private placement, dll)
2) Perlindungan Takaful (nyawa, penyakit kritikal, perubatan, general, syarikat)
3) Perancangan pusaka (wasiat, hibah)

Juga akan support implementation cadangan dalam financial planning, dalam tempoh 1 tahun.

💡 Ramai orang tak pasti perkara berikut:

- pelaburan sedia ada asyik rugi. Patut teruskan ke? Kalau ubah ke mana sepatutnya? Boleh advice?
- patut buat wasiat ke hibah? Macam mana tu?
- perlu ke buat refinance rumah? Nak urus macam mana?
- duit gaji cukup, tapi tak pernah dapat menyimpan
- macam mana nak plan untuk persaraan?
- macam mana nank plan untuk education anak-anak?
- saya bayar bulanan takaful mahal, patut terus ke terminate?

Apa beza berurusan dengan Financial Planner?

1) Financial planner boleh offer semua syarikat takaful (pru bsn, aia, great estern, takaful malaysia, takaful ikhlas, zurich takaful dll), juga semua jenis syarikat pelaburan unit trust, pelbagai platform dan banyak lagi 👍🏻

2) Tidak terikat dengan apa-apa jenama brand dan hanya fokus keperluan dan bajet client shj 🙏🏻

3) Implementation yg simple sehingga kompleks, bergantung keperluan dan objektif client. Boleh melibatkan refinance rumah, debt consolidation, cukai pendapatan dll.

Jika anda benar-benar serius nak rancang kewangan anda, boleh visit website di bawah:

Info lanjut= https://www.islamicfinancialplanners.com/2023/04/servis-financial-planning.html

#financialplanner
#financialplanning
#finance
#rancangkewangan
#pelankewangan
#perancangankewangan
#islamicfinancialplanner

Niche: Pelaburan Saham Unit Trust | Insurans Dan Takaful | Diskusi Bisnes
 
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