To be the customers’ first choice of wealth planner that put customers on the road towards financial freedom through our professional prompt services.
To ease wealth accumulation and time saving concurrently in order to produce financially-free investors and Easi Wealth Planners that promise a wealthy lifestyle.
EASI provide diversified financial services such as; investment planning, mortgage application, retirement planning, risk management and estate planning. We believe financial freedom can be done in many ways, one of which includes creating passive income from properties. EASI serve as an out-sourcing agency for bank and financial institutions too, which also provide consultation regarding customers’ property loans and investment strategies. EASI has a pool of professional managers with a total experience of more than 20 years in dealing with the bank and financial institutions. EASI’s representatives are dedicated to react instantly to the customers’ needs and assist them in achieving financial freedom by creating their own income from properties.
EASI’s wealth planner (EWP) can advise and assist on various types of loan products with the wide range of resources we have. Our consultants have more than one-year experience and those that have a proper track record with the bank or financial institutions were employed in order to mitigate risk of compliance, misspelling and misrepresentation.
An efficient trailer and reporting software system is used so that our representatives can monitor throughout the process of property purchasing, conveyance and loan application.
EASI endeavor to provide unrivalled, unbiased, independent and impartial service to the customers with the view of keeping them completely satisfied by fully understanding their requirements. EASI will continue to improve and upgrade the quality of services while aiming to satisfy all parties by providing an efficient, discreet, personal and professional service.
The philosophy behind EASI; “EAS” stands for a platform that helps to ease all parties in dealing with wealth creation, and this can be achieved by using our Information Technology System, which is represented by the alphabet “I”.
Since its commencement, EASI has committed to a set of core values that shaped the culture and defined the character of the company. These simple and yet powerful values have been guiding each decision, along with our interactions with the clients throughout the years.
Core values that make EASI special :
- Professional Financial service provider since 2004.
- Being an expert as a Risk Management Consultants in corporate and individual.
- A Certified investment planning mentor.
- Organization and agency behavior management since 2008.
- Experienced as a manager, team builder, personal coach and company’s trainer.
- Professional wealth management services since 2006.
- Good communication and negotiation skills (Business level communication).
- Provide customer satisfaction through high-quality services.
- Continuous development in knowledge and professionalism through various kinds of courses.
- Provide mortgage reduction services which help clients to save interest.
- More than 6 years of experience in financial industry.
- Remarkable experience in selling and servicing financial instruments.
- Strong sales and customer service skills.
- Profound knowledge of planning and scheduling techniques.
- Strong interpersonal and communication skills and the ability to work effectively with a wide range of constituencies in a diverse community.