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Financial Planning

We have expanding our portfolio with Corporate & Personal Financial Planning to BIZ Owner and Company Directors. With the expanding of this service, we are able to provide customize and tailor-made Financial Planning and Advisory to our Valued Client.  Now, we are almost having most comprehensive financial solutions on top of Accounting, Corporate Secretary and Corporate Advisory.

In line with our mission, we believe that bringing greater value will satisfy our client. With the potential & high demand for Financial Planning and Advisory, we believe this is the right time to integrate this service to our portfolio.

Corporate Financial Planning

Corporate Private Retirement Scheme (PRS)

  • Talent and Employee Retention Programme
  • Employee Retirement and Pension Scheme
  • Tax Saving Benefit

Corporate Insurance Plan

  • Group Insurance
  • Keyman Insurance
  • Business All-Risk and Fire Protection
  • Employee Hospital & Surgical Plan

Corporate Investment Plan

  • Tax free investment
  • Local & Offshore Investment
  • Money Market Management

Business Succession Planning

  • Business Valuation
  • Succession Funding

Family Office for High Net-worth Client

  • Family Office set-up
  • Strategic Partners  – Insurance, Accountant, Fund Managers, Lawyers, Succession Planning, etc

Personal Financial Planning

Wealth Protection

  • Insurance Planning
  • Keyman Insurance
  • All-Risk Insurance
  • Assets Protection

Wealth Creation

  • Investment Planning
  • Money Market Portfolio
  • Local & Offshore Investment

Wealth Preservation

  • Retirement Planning
  • Cash Flow and Debt Management

Wealth Distribution

  • Estate Planning
  • Will & Trust

Looking for First-Class Financial Planning Services?