I will Bantu to do a comprehensive personal financial planning report
Buy my basic kerja & get:
It is a norm for agents to sell insurance or unit trust products using product-push approach. BUT, most of the times the financial products given to you are not suitable to your financial goals and your needs.
We are Independent Shariah Financial Planners licensed by Bank Negara and registered through Malaysia Financial Planning Council (MFPC)
THEREFORE, the job we will provide is to prepare you a COMPREHENSIVE FINANCIAL REPORT and advisory (usually it is a 100 pages report depending on the complexity of your financial situation) without being biased toward products.
The fee charge is based on the report and you can use the report to approach agents or any financial institutions you may like. The idea is for you to know what you ACTUALLY NEED FIRST, then to get the financial product according to your needs.
We will prepare your net worth statement, cash flow statement, calculate your financial ratios (DSR and etc), calculate your insurance needs, retirement needs, investment needs, tax and zakat computation and estate planning.
We will also advice on how you can save TONNES of money in the report.
Standard delivery days: 3
Average delivery days: N/A
Modifications: 1 time
Completed orders: 0
Ongoing orders: 0