Full Financial
Planning.
Engagement setahun yang direka untuk transform setiap aspek kewangan you. Kita akan bina plan yang menyeluruh, align duit you dengan values, goals, dan impian you.
Apa yang termasuk dalam comprehensive planning?
The comprehensive planning includes:
- 01
Cash Flow Planning
Bina foundation kewangan yang kukuh dengan manage income, expenses, savings, dan hutang dengan betul.
- 02
Investment Planning
Grow your wealth secara strategic dengan portfolio yang tailored ikut risk profile dan long-term goals you.
- 03
Risk Management
Protect apa yang paling penting dalam hidup you dengan insurance dan takaful coverage yang smart.
- 04
Estate Planning
Pastikan legacy you selamat dan orang tersayang terjaga, termasuk preparation wasiat dan faraid.
- 05
Goals-Based Planning
Rumah impian, pendidikan anak, pencen awal, plan setiap milestone dalam hidup you dengan intention.
- 06
Tax Planning
Strategi tax yang smart, compliant dan selari dengan keperluan you.
Your 12-month engagement.
Macam ni lah anggaran financial journey.
- 01
Discovery & Goal-Setting
Kita mula dengan bincang dengan mendalam tentang hidup you, values, dan apa yang you nak capai dari segi kewangan. Ni masa kita kenal antara satu sama lain.
- 02
Kumpul Data & Analisis
You share dokumen kewangan, income, expenses, assets, liabilities, insurance policies, dan kita akan analyse semuanya dengan teliti.
- 03
Present Your Financial Plan
Kita present financial plan yang detailed dan personalised, cover semua 6 pillars, lengkap dengan recommendations yang you boleh terus buat.
- 04
Implementation Support
I takkan bagi plan lepas tu tinggalkan you. Kita akan guide you through setiap step implementation, dari buka akaun sampai adjust coverage.
- 05
Regular Reviews
Hidup berubah, plan you pun kena ikut. Kita akan regularly review dan adjust plan you bila keadaan you berubah.
- 06
Annual Review
Di hujung engagement, kita tengok apa yang kita dah capai.
How to start?
- 01
Get in touch
Fill in the form in my bio, choose "Discovery Session" to book a free discovery session with me.
- 02
Appointment confirmed
Appointment specialist will secure your slot and send the meeting link.
- 03
Discovery Session
We will talk through your financial concerns, goals and whether I can help you. I will also explain my jobscope so you know what to expect.
- 04
Agreement & Invoice
If you want to proceed, you will receive the Letter of Engagement and invoice. You sign and make the payment.
- 05
Welcome onboard
You are officially onboarded. You will prepare all your financial documents for our first session which is the fact finding session, before we can proceed to our strategies and implementations.