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Training Schedule

Underwriting Booklet

PCE and CEILI Exam Venue (AIA )

2014  PIAM

Agency Leaders Meeting 2014

Takaful Business Opportunity Presentation  19th Nov 2014

Cash Flow Game  21th Nov 2014

 

 

 

 

 

 

 

 

 
 

Welcome to our site

"Greetings! Many people call themselves financial planners but are only interested in selling you the financial products they represent. If you want an independent review of your current financial health and where you are heading, if you want someone to listen to and understand your unique needs and provide sound financial solutions, call at 04- 8272517 / 8272520.

Our philosophy is to provide our clients with the highest level of service and technical expertise in the management and preservation of wealth. The entire associates are firmly committed to this philosophy.

 

Latest News

Coming Soon

PCEIA & CEILLI Schedule 2014

Featured Services

Financial Planning

Financial planning is a systematic approach whereby the financial planner helps the customer to maximize his existing financial resources by utilizing financial tools to achieve his financial goals.
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Risk Management

Risk is when there's an uncertainty about whether an event will or will not occur. Thus, risk management is the process of identifying exposures to risk, choosing the best method for handling each exposure and implementing it.
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Estate Planning

Estate planning is a lifelong process in which you evaluate your situation and plan for the future. It includes planning for your retirement, for the possibility of disability, and for death. The estate planning process requires that you consider a wide range of legal, financial, emotional, and logistical issues.
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Business Opportunity

Now, let's talk business. Are you ready to take up the challenges to set up your own business? How many of us realize what's happening out there and what are the opportunities available?
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