Our Services

Our Key Area of Expertise

This is the financial advisory model that covers all the essential elements of financial planning. Stemming from this model, our financial training and consulting services are designed to take every aspect of financial planning into consideration and provide our clients with comprehensive advice.

Program Outline

INTRODUCTION OF PROGRAM FLOW

Cash Flow Management

• INCOME VS EXPENSES

• BUDGETING

• GOOD DEBT & BAD DEBT

Protection

• LIFE COVERAGE / CRITICAL ILLNESSES

• ACCIDENT / MEDICAL COVERAGE

• WHAT IS THE IDEAL AMOUNT OF COVERAGE

• WHAT IS THE IDEAL AMOUNT OF COVERAGE

Savings & Investment

• AVAILABLE OPTIONS & OPPORTUNITY

• RISK & RETURN TOLERANCE

• WHAT IS 'CREDITOR PROOF

• IDENTIFYING FRAUDS AND SCAMS

Distribution of Assets & Liabilities

• IMPORTANCE OF WILL & TRUST

• IMPACT & CONSEQUENCES OF DISTRIBUTION ACT /

  FARAID LAW

• LEAVING A LEGACY AND SUSTAINABLE LIFESTYLE FOR LOVED ONES

Achieving Financial Freedom With Pride and Confidence

INTRODUCTION AND BRIEFING OF ROBERT KIYOSAKI'S CASH FLOW BOARD GAME

GROUP FORMATION AND INTRODUCTION OF TEAM MEMBERS & GAME BANKERS

FUN FILLED CASH FLOW BOARD GAME STARTS

KNOWING YOUR 4 QUADRANTS : EMPLOYEE / SELF-EMPLOYED / BUSINESS / INVESTORS

DEBRIEF AND GAME FLOW SUMMARY

TESTIMONIAL BY PARTICIPANTS

TAKE AWAY POINTS AND EXPERIENCE

WHY YOU SHOULD ATTEND

Master Personal Financial Planning – Learn a structured approach to managing your money effectively.
Save, Manage & Protect Your Wealth – Build a secure financial future with smart money habits.
Understand Your Financial Status – Gain clarity on where you stand financially and how to improve.
Plan for Long-Term Stability – Secure your future with sustainable financial strategies.
Learn Legal Aspects of Wealth & Legacy – Understand asset distribution and legacy planning for your loved ones.
Stay Safe from Fraud & Scams – Protect yourself from financial threats and fraudulent schemes.