Asset Makers Sdn.
Financial & Estate Planning
Every human beings, no matter how smart and intelligent they are, may
need certain direction at certain time to do the right thing for their
Do you come across questions that you may need to ponder and at times at
a loss of which direction to heed to?
Normal Questions like: -
FOR MEDIUM AGE AND ABOVE
● My heirs may be too young to inherit my accumulated
who shall I pass the control to and at the same time have a peace of
mind that my love ones have the benefits to my hard earned wealth?
● My children may not share my
vision or wishes in my existing business
what do I do?
● My children may divorce or
predeceased the spouse
how do I ensure that my grandchildren will enjoy the benefit of my
● The prospect of inheriting
wealth may affect my love ones motivation and character
how shall I deal with it to protect myself when I am still alive?
● I may not be able to divide my
assets equally among my loved ones
how do I prevent potential family disputes?
● My spouse may re-marry or
predecease the new spouse?
● What if I am senile or
mentally ill or incapacitated?
FOR THE YOUNG ONES
How and where will my wealth accumulate?
● When can I retire and what
sort of lifestyle will I face or want to have after my retirement?
Call us for an appointment to evaluate your needs and to analyse your financial position which will lead you
on to the followings:-
● Wealth Accumulation through recommended balanced risks of investment
in tangible and liquid assets.
● Wealth Preservation of your accumulated wealth.
● Estate Planning by way of Trust Creation, Business Succession
Planning and Will Writing.
To ensure achievement of your financial goals, you require a Financial
Plan which will cover areas of your income and expenditure budgeting,
saving and investment planning, tax planning and liquidity control,
family security, children education and retirement planning.
Asset Makers Sdn. Bhd.
has a team of
Certified Financial Planners and have tied up with reputable Strategic
Partners to attend to your planning, insurance and investment needs.