Financial Planning
I do financial planning as a comprehensive evaluation of an individual's current pay and future financial state by using current known variables to predict future income, asset values and withdrawal plans. This often includes a budget which organizes an individual's finances and sometimes includes a series of steps or specific goals for spending and saving in the future. This pl
an allocates future income to various types of expenses, such as rent or utilities, and also reserves some income for short-term and long-term savings. A financial plan is sometimes referred to as an investment plan, but in personal finance a financial plan can focus on other specific areas such as risk management, estates, college, or retirement. Educational Funds
With the ever rising costs of education I do help build the stable future for you and your kids through various education planning structures and seeing what options would suit your needs best
Investment Options
We have hand picked global providers for various investments whether as part of the retirement financial education or other financial planning options
Wealth Management
Wealth management is an investment-advisory discipline which incorporates financial planning, investment portfolio management and a number of aggregated financial services. High-net-worth individuals (HNWIs), small-business owners and families who desire the assistance of a credentialed financial advisory specialist call upon wealth managers to coordinate retail banking, estate planning, legal resources, tax professionals and investment management. Wealth managers can have backgrounds as independent Chartered Financial Consultants, Certified Financial Planners or Chartered Financial Analysts (in the United States), Chartered Strategic Wealth Professionals (in Canada) or any credentialed (such as MBA) professional money managers who work to enhance the income, growth and tax-favored treatment of long-term investors. Private wealth management is delivered to high-net-worth investors. Generally this includes advice on the use of various estate planning vehicles, business-succession
オンラインマレーシア移住相談
マレーシアでの生活に興味のある方、マレーシアで就職・転職をお考えの方、お子様のインターナショナルスクール入学をご検討の方、お気軽にご相談ください。
マレーシア移住相談に関する詳細・お問い合わせは以下のURLをクリックを押して下さい(マレーシア移住相談のお問い合わせ)
お金個別相談
お金個別相談はこの様な方に向いています。
中立なアドバイスを求めている
グローバルで幅広い視点からアドバイスを受けたい
「お金の不安」は漠然としてあるけど、何を相談したいか分からない
資産運用の知識が全くない
詳しい詳細は以下のURLをクリックして下さい。
マネーセミナー
定期的にマネーセミナーを開催しています。「資産」が増える仕組みや考え方を、楽しく学びましょう。
お金に関するお悩みをお持ちの方は気軽にご相談ください。
マネーセミナー
お役立ちコラム
資産運用、保険、税金、お金に関する豆知識、マネーリテラシー、海外移住情報、子育てについてなど、幅広いジャンルでコラムを書いています。
その他の活動
お客様のニーズに合わせて、あらゆるご依頼に対応いたします。
(例えば、マレーシアでの銀行口座開設、インターナショナルスクール見学同行・入学手続きサポート、通訳、不動産購入の仲介、不動産賃貸のご紹介、ご希望であればマレーシア観光のご案内も可能)
下記のお問い合わせ窓口URLよりご連絡ください。