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How WE Can Help You

Advice For All Life Stages

Some of the ways we can help you at any life stage include:

Starting Out

You have finished studying or completed an apprenticeship. You are now looking at the two most important aspects of your life:

  • Pursuing a meaningful and rewarding career 

  • Setting up a good financial foundation for yourself 

You may wish to travel, move out of home, buy a car or start saving for a house. Our financial planner can help you:

  • Set up a path for a successful career in financial planning

  • Establish a budget and educate you to better manage your finances

  • Define your savings goals and start an investment plan

  • Protect your income against adverse and unforeseen circumstances 

Grow and Protect Your Future

At this stage you may have purchased your own home and started a Family. Our financial planner can help you:

  • Manage your budget

  • Establish personal insurance to protect you and your family

  • Plan for your children’s education

  • Manage your financial risks and debt exposure  

  • Set up and manage your legacy 

Plan For Retirement

We all dream of being able to live a comfortable and peaceful retirement life after your children have grown up and moved out or looking to move out of home. To do that, we will help you plan ahead and ensure that your investments and savings are well conserved. Our financial planner can help you:

  • Determine your goals and objectives in retirement

  • Establish how much you will need in retirement

  • Transition to retirement

Takaful Solutions

We understand the importance of having Shariah compliant instruments for a muslim in their financial planning. In this respect, we cater for:

  • Life and family protection

  • Income Protection

  • Health and medical needs 

  • Retirement

  • Fulfilling Hajj

Living a Healthier, Longer and Better Life 

We believe in making a positive difference in people’s lives through actively promoting health and well-being to our customers, family and friends. In our commitment towards this goal, we hold regular Vitality activities and events to educate and help you and your family become healthier not only physically but also mentally and socially. Stay tuned for our upcoming events and you are welcomed to join us!   

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