A Holistic Plan Tailored to Your Individual Situation
Comprehensive financial planning to help you identify your key financial goals and provide you with a blue printon how to achieve those goals.
A Holistic Plan Tailored to Your Individual Situation
Comprehensive financial planning to help you identify your key financial goals and provide you with a blue print on how to achieve those goals.
“Our Flagship Service”
Holistic Financial Planning Service
Our Holistic Financial Planning (HFP) Service is our flagship advisory service, offering clients a complete view of their current financial situation culminating in clear action plans to improve their financial position to meet their future goals.
As part of the process, we help clients to capture their financial details in a comprehensive manner and provide an independent review of their financial situation, giving them clarity on their current well-being. We then help clients to consider details of their future financial goals and wishes. From here, our proprietary tools help clients determine their financial WealthChart – to see how long their funds can last in the future. Clients are able to see how their short-term goals will affect their long-term financial situation. If there is a shortfall, we then present ideas and suggestion on how to adjust their goals, improve their financial chart and work towards achieving it.
The areas covered in this service includes risk management and insurance planning, investments and goals planning, as well as estate planning and wealth distribution. Supported by the financial planning blueprint, FWM advisors then assist clients to implement all their needs in these key areas and help them track the progress.
As financial planning is an on-going process, our HFP advisory service is an annual engagement which incorporates dedicated meetings throughout the year to provide clients with the relevant financial knowledge in the respective key areas, review their current holdings and situation, and thereafter propose specific solutions that will help clients improve, if required. We are on hand to help guide our clients and provide a second opinion to any financial related matters that may impact them over of the course of the year. At the end of the engagement year, we will once again review the progress made and determine areas to focus on in the subsequent year.
Starting from RM3,000 per year
*this is an annual advisory retainer service with dedicated meetings of 7-9 meetings per year.
“Our Flagship Service”
Holistic Financial Planning Service
Our Holistic Financial Planning (HFP) Service is our flagship advisory service, offering clients a complete view of their current financial situation culminating in clear action plans to improve their financial position to meet their future goals.
As part of the process, we help clients to capture their financial details in a comprehensive manner and provide an independent review of their financial situation, giving them clarity on their current well-being. We then help clients to consider details of their future financial goals and wishes. From here, our proprietary tools help clients determine their financial WealthChart – to see how long their funds can last in the future. Clients are able to see how their short-term goals will affect their long-term financial situation. If there is a shortfall, we then present ideas and suggestion on how to adjust their goals, improve their financial chart and work towards achieving it.
The areas covered in this service includes risk management and insurance planning, investments and goals planning, as well as estate planning and wealth distribution. Supported by the financial planning blueprint, FWM advisors then assist clients to implement all their needs in these key areas and help them track the progress.
As financial planning is an on-going process, our HFP advisory service is an annual engagement which incorporates dedicated meetings throughout the year to provide clients with the relevant financial knowledge in the respective key areas, review their current holdings and situation, and thereafter propose specific solutions that will help clients improve, if required. We are on hand to help guide our clients and provide a second opinion to any financial related matters that may impact them over of the course of the year. At the end of the engagement year, we will once again review the progress made and determine areas to focus on in the subsequent year.
Starting from RM3,000 per year
*this is an annual advisory retainer service with dedicated meetings of 7-9 meetings per year.
Modular Financial Planning Service
Modular Financial Planning Service
Modular Financial Planning Service
Planning (MFP) service is suitable for those who wish to focus on a more specific area of personal finance that it’s of immediate concern to them. Similar to the HFP service, our MFP advisory process will enable clients to gain clarity on their current financial position through a compressive report, receive a detailed review of their area of engagement followed by proposals for implementation.
Our 3 financial planning areas for the MFP service are:- Risk Management & Insurance Planning
- Investments & Goals Planning
- Estate Planning & Wealth Distribution
Tailored as an annual service as well, our clients will benefit from a series of meetings to help them increase their financial knowledge in the areas of concern, review their current holdings and position, and thereafter propose specific solutions that will help clients improve, if required. At the end of the engagement year, we will once again review the progress made and determine areas to focus on in the subsequent year or determine if it’s the right time to upgrade the service to the HFP advisory service for a more holistic review.
Modular Financial Planning Service
Planning (MFP) service is suitable for those who wish to focus on a more specific area of personal finance that it’s of immediate concern to them. Similar to the HFP service, our MFP advisory process will enable clients to gain clarity on their current financial position through a compressive report, receive a detailed review of their area of engagement followed by proposals for implementation.
Our 3 financial planning areas for the MFP service are:- Risk Management & Insurance Planning
- Investments & Goals Planning
- Estate Planning & Wealth Distribution
Tailored as an annual service as well, our clients will benefit from a series of meetings to help them increase their financial knowledge in the areas of concern, review their current holdings and position, and thereafter propose specific solutions that will help clients improve, if required. At the end of the engagement year, we will once again review the progress made and determine areas to focus on in the subsequent year or determine if it’s the right time to upgrade the service to the HFP advisory service for a more holistic review.
RM800 per year *
*this is annual advisory retainer service which covers dedicated meetings of 3-4 meetings a year.
Our Flagship Service
Starting from RM1,800 / year based on gross asset under advisory
**this is an annual advisory retainer service with scheduled meetings of around 7-9 meetings per year
Our Flagship Service
Our Fees :| Based on gross assets under advisory | RM1,800 to RM8,000 per year ((this is an annual advisory retainer service with scheduled meetings of around 7-9 meetings per year) |