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Budget Highlights 2012
Please find the Budget Highlights 2012 Executive S ...

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Financial Planning

Our Financial Planning Services focus on clients’ life goals and assist clients to achieve their life goals by providing the following services:-

  • Review of clients overall financial position
  • Document the financial needs of the clients
  • Execute investment plans with insurance, unit trusts and other forms of investments
  • Execute debt cancellation plan or restructuring of financing for clients
  • Execute the plan by providing will custody, estate administration, trusts services such as insurance trust, business continuation trust and Declaration Trust via its franchisor, Rockwills Trustee Berhad.
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