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Lika Wealth San Bhd

Company SSM No 928676-D · 1-50 Employees · Insurance

About Lika Wealth San Bhd

Lika Wealth Sdn.Bhd. provide Financial Planning Services is a comprehensive financial planning firm established to help our clients build wealth.  Our clients receive assistance only after we are fully aware of the customer`s goals and objectives.  Our recommendations are designed to be long-term solutions, not just short-term fixes. We offers clients protection solution from A-Z. From customize plans which clientscan choose to pay for only what clients need.  
 
Lika Wealth Sdn.Bhd.’s clients are located within Malaysia.  A typical financial planning client receives the following services:
 
  1. Assistance in defining financial goals in the areas of personal income management; risk management; and educational, retirement plan.
  2. A agency-based analysis of the client`s present financial situation in each area and suggest the best solution for their income replacement.
  3. General and customize plan and recommend to the client to help accomplish the client`s risk management and fianancial planing. 
  4. Provide estate planing. Serve and manange client's asset base in the event on their incapacitation of death. The planning includes the bequest of assets can be inherits to heirs.
    5. Lika Wealth SDN.BHD. also provide an alternative to the Total Financial Planning Report to clients.  Individual questions dealing with retirement planning, education costs, investments, and insurance can be answered on a case by case basis.

    Lika Wealth San Bhd Business Information

    Company Name

    Lika Wealth San Bhd

    Company Type

    -

    Company Size

    1-50

    Industry

    Insurance

    Company SSM No

    928676-D

    Job Vacancies

    0

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