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Overview
PRODUCTS AND SERVICES
A financial report helps organize all your financial data into a book --- equivalent to a financial report of a corporation.
a. It provides you with a true picture of your financial situation and preempts the weaknesses and this therefore gives you the foresight to make any necessary corrections and rectifications.
b. The report also serves as a file for important information such as the location of documents and contacts. The report makes for easy retrieval of information especially during an emergency.
c. The process of organizing the report will help you to understand yourself and provide a road map to achieve all your goals in life.
d. The report also serves as a performance review from time to time which helps you to monitor your financial progress and steers your life in your planned direction.
e. This financial report is a necessity for the modern income earner in this world of financial volatility, uncertainty and risk. It is an essential "handbook" for financial stability, prosperity and happiness.
f. Our Online Wealth Management System makes it much easier for you to create the report efficiently and economically.
g. Eliminates the worry of personal identity exposure, and in addition, helps you to easily monitor, modify and update your financial data on an on-going basis.
Live with a worthy and wealthy lifestyle!
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Financial Report
FINANCIAL REPORT
Upon completion of your fact finder, all data will be analyzed and organized by our wealth management system before a personalized financial report is generated. It is therefore crucial for you to provide accurate information to maximize the accuracy of analysis.
You will find in this report all your financial statements such as your budget, cash flow, asset and liability, list of important documents and its location, your financial objectives, note on your last rite and many more. With this complete financial housekeeping work, you will find making financial decisions is no longer guesswork and you can now minimize your risk and live with a new lifestyle.
In summary, you will at least have a better picture on the following subjects in relation to your life objectives:
» Retirement Option Management » Children / Personal Education Funding » Cash Flow Management » Taxation Planning » Estate Distribution » Credit & Debt Management » Risk Management » Investment Management This report contains no financial advice and you may wish to seek advice from qualified financial advisor/planner based on your financial report.
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Financial Advice
FINANCIAL ADVICE
Upon completion of your financial report which reveals your financial standing, you may seek for professional advice in various aspect of your financial plan. Under normal circumstances, your advisors shall provide integrated analysis based on your financial situation and offer suggestions to improve or to recommend solutions to minimize or eliminate the present obstacles or predicament in driving to your financial objectives. You would require qualified and experienced financial advisors to assist you.
You may seek help from our panel of advisors or the local associations of licensed financial advisors.
Live with confidence with the support of expertise within your reach!
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Benefits
HOW TO BENEFIT FROM INTEGRATED FINANCIAL MANAGEMENT
To begin with, have one or more of the following goals :-
» Achieve worry-free financial independence status earliest possible. » Maximize tax savings effectively throughout working life. » Provide children top-notch education to enhance their chances of success. » Reduce debt, minimize cost of interest and increase savings. » Maximize passive income by making money work for you. » Financially protect family members against catastrophe. » Achieve targeted investment yield within your risk tolerance. » Distribute estate effectively and efficiently with minimal intervention of estate duties and taxes. » Achieve all financial goals within a predetermined time frame. » Liberty to go beyond a financially comfortable retirement. To achieve the best results, learn more ...
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Opportunity
PARTNERSHIPS OPPORTUNITY
The Group is constantly seeking various partnerships with different specializations that help to enrich and develop its unique global business strategy. In the context of innovative marketing strategy, we also deem our clients to be our development partners as they not only subscribe as users to manage their own financial objective through our innovative financial planning solution, they also share their feedback, opinions and satisfaction with us ( to their associates).
As a token of our appreciation, all clients who have referred new clients to use our innovative and comprehensive financial planning solution system will be well rewarded with various attractive benefits.
All users are welcome to enhance themselves financially by introducing and referring others to this unique product.
Quick Tour
Please contact the person who introduced you to our products and services for more information.
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Trial Account
NOTE :
1. In order to view the demo, you have to sign up as a guest. Please CLICK HERE to signup.
DFinancier Center, C-P92, Kelana Square,
Jalan SS 7/26, 47301 Petaling Jaya,
Selangor, Malaysia.
MAP :
