Insurance adviser? Financial adviser? Which do I choose?

In this industry, we’ve heard some frequently asked questions, especially regarding the different types of wealth advisers or financial consultants. We’ve listed them down here to help you make …
  • Lonpac
  • Chubb
  • MPI Generali
  • Allianz
  • Tokio Marine
  • AIG
  • AXA
  • AIA
  • Takaful Malaysia
  • Great Eastern
  • Prudential
  • Hongleong Assurance
  • Hongleong MSIG Takaful

E

fficiency: prompt delivery of services to our clients

A

ssociation: belief in our partners in working towards a common goal

S

incerity: our genuine belief in your growth

I

nnovation: continuous growth and development, staying ahead of the curve

Insurance adviser? Financial adviser? Which do I choose?

In this industry, we’ve heard some frequently asked questions, especially regarding the different types of wealth advisers or financial consultants. We’ve listed them down here …

Personal & Family Financial Planning

Wealth protection

  • Health Planning
  • Personal Protection Planning
  • Family Income Protection Planning
  • Credit Protection Planning

Wealth accumulation

  • Education Planning
  • Pre-retirement Planning
  • Investment planning
  • Tax planning

Wealth preservation

  • Long Term Care Planning
  • Post-retirement Planning
  • Wealth Preservation Planning

Wealth distribution

  • Estate Planning
  • Legacy Planning
  • Family Trust Planning
  • Charitable Giving Planning

Corporate Financial Planning

Start Up / Introduction Stage

  • Asset Protection Planning
  • Employee Benefits Planning
  • Director Remuneration Planning
  • Cash Management Planning

Growth / Expansion Stage

  • Corporate Credit Protection Planning
  • Director Liability Protection Planning
  • Employee Retention and Retirement Planning
  • Business Continuation Planning

Maturity / Stable Stage

  • Key Management Program
  • Director Retirement Planning
  • Business Succession Planning

“ Yoong Chern Chai ”

My daughter has a squint condition, diagnosed when she was three. Four months ago, my daughter underwent eye surgery for both eyes. We were hoping the high cost would be covered by insurance, but our claim was rejected. We were told it was a congenital condition. I almost gave up, but my insurance agent told us to make a second claim, and he guided us throughout the process. Three months later, I was surprised when I saw the amount in my bank account. The claim was refunded! I called my agent to thank him. We appreciated the good work he and his team did. Thank you very much!
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