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How We Can Help You

Our focus is to understand you and to help you achieve your life goals so you can live your ideal lifestyle.

We believe everyone deserves a personalised financial plan regardless of your age, or your net worth, and we tailor our advice to fit your needs whatever life stage you are in.

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

Starting Out

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

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

  • Define your savings goals which may include: planning to travel, buying a car or saving for a home

  • Protect your income with insurance products such as income protection

  • Start an investment plan

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 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

Advice For All Life Stages

Starting Out
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