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Comprehensive Financial Planning

From RM 3,000

Are you looking for someone independent and impartial to review and plan for your financial goals?

Comprehensive Financial Planning covers all aspect of your personal finance, including:

  • Cash flow analysis,
  • Risk management,
  • Investment management,
  • Retirement planning, and
  • Estate planning.


Think of a good comprehensive financial plan as being very similar to a health and wellness plan. You need to focus on and take care of all aspects of your health, not just a few. This can be called your comprehensive health and well-being plan. After all, each of the many aspects of your health and well-being depend upon and affect each other, all working together to help create optimal health and wellness.

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