Perniagaan/ Perundingan Urusan
Formation of IPLANNING WEALTH has further strengthened our professionalism and provide wider range of products and services in assisting our clients in their
WEALTH CREATION | WEALTH ACCUMULATION |
WEALTH PROTECTION | WEALTH DISTRIBUTION success.
To further enhancing our professionalism to meet our client's different financial needs, we have segregated out few divisions to deal with a specific client's expectation.
is specializing in providing professional integrated financial services such as Property Acquisition & Financing, Unit Trusts & Others Savings Solutions to assist our clients in establishment of their investment portfolio base on respective risk profile for their specific purpose such as Retirement Funding, Children Education Funding, Family Wealth Enrichment, Holidays Traveling Funding etc.
Risk Management Division
will be specialized in providing Financial Risk Portfolio for Health & Medical Program, Human Life Value Program, Income Replacement Program, and Property Ownership Guaranteed Program for corporate or individual clients. By developing this financial shield for individual, family or corporation will protect and preserve their wealth against losses from the unforeseeable incident.
Estate Administration Division
produces well-trained specialist to assist our clients to grow their hard earned wealth and size-up their estate which could be enriched in multiple millions. Distribution cost could eats up a substantial portion of the estate value and shrinking the net value down, our specialist is able to assist in eliminating or reduce the impact to its minimum by adopting a special financial program. Choice of distribution could be another taught issues. We will assist our client to identify a suitable way and arrange in accordance to our client's wish and of course to their most favourable condition and interest. Another key issue is to protect the estate for their loves one against creditors.
Superb services come from superb partnership. Our strategic partnership are carefully examined & elected which include OCBC Bank, Great Eastern, Rockwill, RHB Trustees, MSIG, OAC, Berjaya Sompo etc. With the undivided support from these smart partnership company, we have long demonstrated our dedication and commitment of delivering our very best quality of service and products to public at large.
Apart from delivering our very best to our treasured clients, we also believe in developing superb relationships between our partners and associates in the company. Pleasant and healthy working atmosphere is crucial in our corporate succeed. Sculpturing a balance life style is our corporate culture, our primary objective is helping our associates to achieve one's financially freedom and spiritual well-being as the basic achievement in life.
Being a human-orientated corporate, we believe in interaction and personal development. In order to provide superb support and customer service to our associates and clients, we serve 30 business offices nationwide for our associates and clients access. Convenient and hassle free is vital in today's modern society living pattern, offices facilities open 5 days a week from 8.30 am to 5.30 pm for your geological convenient. However our services never sleep, personalize meeting appointment timing at client's convenient and doorstep locality is possible. Service flexibility are always our strength and boundaries-less time and business location are our specialty. Clients and our associates could designate their personalise time and venue to execute business respective transactions. This is another merit point for those whom is looking after a NON-ROUTINE job function and description.
Our Open Business Concept (OBC) has attracts a lot of business associates to join us especially Gen-Y whom is looking for challenging career nature, freedom in time management, flexibilities and personalised designated place of working environment and lastly pleasant atmosphere.
Partners and associates are making awesome income and building a strong career path happily with us. We also received countless praises and satisfaction feedback from our clients from time to time. In view of this business and career prospect we looking forward to recruits a larger volume of suitable candidates to join us to outreach the very big portion of untapped market in Malaysia. Read Less
Company TypeSmall-Medium Enterprize
Company Size<30 Employees