Jerry Kam WMC - Estate & Financial Planning

25/12/2025

17/10/2025

09/10/2024

Ready for estate and inheritance taxes…

IT is speculated that before the tabling of Budget 2025 on Oct 18, the Finance Minister would consider new taxes to shore up the government’s coffers.

30/09/2024

28/09/2024

We are truly grateful for the opportunity to be a part of this collaborative partnership with Holistic Wealth Group.
It has been a privilege to contribute and grow together with such a dynamic and forward-thinking team.

#欲穷千里目， #更上一层楼

29/08/2024

21/08/2024

07/05/2024

What is Amanah Liawm Mumtir?

Amanah Liawm Mumtir Raya (ALMR) is Shariah Compliant cash trust product that can be opened by any individual or corporate body.

ALMR is provided so that you can allocate fast trust fund to your loved ones after triggering event happen.

Why?

1. A trust fund will not be frozen where heirs do not need to go through the probate process to claim the trust fund.

2. The trust fund will be paid within 7-14 working days after a claim is made.

3. The trust fund cannot be claimed by any other heirs besides the designated beneficiary.

4. The beneficiary can continue living as usual using the trust fund.

5. The trust fund can be used to cover estate administration process.

12/04/2024

THE HOLISTIC WEALTH HIERARCHY: Wealth Redefined.

The Holistic Wealth Hierarchy, a cornerstone of Holistic Wealth Group's philosophy, guides individuals through the stages of financial success, from establishing a robust foundation to legacy crafting. With HWG, navigate prudently, unlocking personal financial success and leaving a lasting legacy. Whether managing, protecting, accumulating, enhancing, or distributing wealth, our holistic approach ensures a purposeful financial journey for you.