Joshua Choo - Financial Consultant & Estate Planner

Joshua Choo - Financial Consultant & Estate Planner Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Joshua Choo - Financial Consultant & Estate Planner, Financial Consultant, 9-2, Jalan Lenggong, Vantage Point, Jelutong.

We are authorized Financial Consultant that work with company or individuals to plan for their financial futures, by develop & create short-long term financial goals, investment analysis, reports & market trends, tax strategy & estate planning.

21/05/2026

找到我们WMC,让您的“现金流有安全感”

马上联络我们,教你如何做到“现金” 保留灵活性、阶段反复流动、建立可流动的现金系统。

* 流动性(Liquidity)
* 阶段反复流动(Ladder Strategy)
* 现金管理(Cash Management)
* 财富守护(Wealth Preservation)
* 抗通膨(Inflation Buffer)

这种方式:
让资产既能保持增长,
又不会一次性被长期绑定。

因为在高通膨时代:

“放着不动的现金”,又正在慢慢贬值!

但“有规划的现金”,却能够同时兼顾!

未来,真正重要的,不只是赚多少钱。

而是:
你的现金,是否始终拥有选择权。


#现金为王
#现金流

Why Use A Trust?Assets placed into a trust are legally owned and managed by the trustee, and upon the trigger event (e.g...
26/04/2026

Why Use A Trust?

Assets placed into a trust are legally owned and managed by the trustee, and upon the trigger event (e.g. death), they are distributed directly to beneficiaries according to the trust deed, bypassing the estate administration process.

#财富传承规划

Partners Appreciation Night 2026
06/02/2026

Partners Appreciation Night 2026

希望能依照我的意愿去运用。。。
12/12/2025

希望能依照我的意愿去运用。。。

很多人一辈子辛苦工作、努力储蓄,但真正能按自己的意愿被妥善运用的,却不一定是财富本身,而是生前做好安排的智慧。

人生无常,与其让多年积蓄被误用或争执,不如及早规划遗嘱与信托,把爱留给最重要的人,把心放在该安放的地方。

如何依照您的意愿去运用?

遗嘱与信托,让你能够:
🔸 指定资产如何分配
🔸 保障未成年孩子/父母
🔸 避免家庭纠纷
🔸 让资产被持续、妥善管理

Address

9-2, Jalan Lenggong, Vantage Point
Jelutong
11600

Opening Hours

Monday 09:00 - 18:00
Tuesday 09:15 - 18:00
Wednesday 09:00 - 18:00
Thursday 09:00 - 18:00
Friday 09:00 - 18:00

Website

Alerts

Be the first to know and let us send you an email when Joshua Choo - Financial Consultant & Estate Planner posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share