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Financial Planning Advisory

Financial planning is an assistive tool that shortens an individual’s way to their fiscal goals. Having well-organized financial planning has the following advantages: 

  • Identify the risks that could threaten your financial security
  • Quantify the risks
  • Determine if there is some way to mitigate the risks through planning
  • Transfer the remaining risks that you are unable or unwilling to assume yourself to an insurance company

Service provided by our partner CC Advisory.

Financial Planning 

My Comprehensive Plan (MyCP)

MyCP is CC Advisory’s flagship Comprehensive Financial Planning advisory that covers the 4 quadrants of your wealth segments namely: Wealth Creation, Wealth Preservation, Wealth Protection and Wealth Distribution. MyCP gives you a big picture of your personal financial matters and allows you to make prudent decisions based on facts and data instead of emotions or wild guesses.

While MyCP is the most comprehensive financial planning advice to assist an individual to achieve their financial goals, CC Advisory also come out with MyMP modular financial planning advice to assist specific area of financial planning that one individual would like to address, namely:

WEALTH CREATION

IP

Investment Planning
IP is a process to develop a well-structured investment policy through an interview process between an investor and its financial planner. Through IP, the financial planner will be able to assist the investor to grow, accumulate and preserve investor’s wealth towards achieving investor’s financial goals and objectives.

 

REIA

Real Estate Investment Advisory
Real estate is a solid, consistent and inflation-hedged investment mechanism to accumulate investor’s wealth. The objectives of this policy are to assist the investor to achieve the optimum financial position;

  • The number of properties investor can secure at any point in time
  • To ensure investors are eligible for bank financing
  • To determine the amount of the property value that investor can effort
  • To meet the bank repayment every month
WEALTH PRESERVATION

AMCO

Assets Management & Cash Flow Optimization
Identifies client’s total assets available after years of accumulation and hard work. Each asset will be scrutinized to analyse its current value and potential for optimization and help the client to understand the spending behaviour, in short “where DOES the money go”

 

TAXA

Tax Planning Advisory

The principles of tax planning form an integral part of any wealth-building strategy. The overall objective is to structure your affairs to legally minimize the amount of tax you have to pay. You can accomplish this by adhering to what we call the 4D’s of taxation: deduct, defer, diminish and divide.

RGOAL

Retirement Life Goals Advisory

The Life Goals Analysis is a plan that allows you to identify if you are on track to achieve your personal goals and objectives. The analysis provides a snapshot of your entire future financial life. By fine-tuning on how you manage your finance, you can go from a shortfall to a surplus. When you have a surplus (identified as an “Estate”) it means that you would achieve all of your goals and objectives, with something left over at the end your planning horizon.

WEALTH PROTECTION

WPP

Wealth Protection Plan

  • Identify the risks that could threaten your financial security
  • Quantify the risks
  • Determine if there is some way to mitigate the risks through planning
  • Transfer the remaining risks that you are unable or unwilling to assume yourself to an insurance company
WEALTH DISTRIBUTION

ESPA

Estate Planning Advisory
The purpose of Estate Planning Advisory (ESPA) is to plan for the effective enjoyment, ownership, management and disposition of assets during life, upon death and after death. Fundamental also to the process is to maximize the estate for heirs while minimizing taxes and other expenses. Thus, Estate Planning is the creation of wealth, the preservation of wealth and the conservation of wealth at the time of death.

PROCESS OF FINANCIAL PLANNING

Meet Our Consultants Now

Enquiry of Financial Planning Advisory

Type of FInancial Planning

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