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Financial Planning for goals achievement


RM 158


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.

Your Instructor

LGS Wealth Management

Financial Planning for goals achievement
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