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Financial Planning 理财规划

Price

RM 158

Duration

1 Week

About Products and Services 

The financial plan construction process needs to be meticulously considered. A systematic process to gather raw data, analyse the information, recommend strategies and eventually implementing the plan is required in order to determine the clients' hidden and known objectives.


It included all aspects of financial planning which risk management and insurance planning, tax planning, retirement and estate planning, investment planning etc.


We will assist in determining your financial status by analysing and evaluating provided information before developing and preparing a specific financial plan tailored to meet your goals and objectives commensurate with your value, temperament, and risk tolerance.


Next, we will implement, monitor and review the financial plan throughout the whole life.


财务计划的构建过程需要仔细考虑。为了确定客户的隐藏目标和已知目标,需要一个系统的过程来收集原始数据、分析信息、推荐策略并最终实施计划。


它包括财务规划的所有方面,包括风险管理和保险规划、税务规划、退休和遗产规划、投资规划等。


我们将通过分析和评估所提供的信息来帮助确定您的财务状况,然后制定和准备专门的财务计划,以满足与您的价值观、气质和风险承受能力相称的目标和目标。


接下来,我们将在整个生命周期内实施、监控和审查财务计划。



Your Instructor

LGS Wealth Management

Financial Planning 理财规划
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