Lika Wealth San Bhd banner company
jobs in Lika Wealth San Bhd

Lika Wealth San Bhd

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

Lika Wealth San Bhd 简介

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 公司信息

    公司名称

    Lika Wealth San Bhd

    公司类型

    -

    公司规模

    1-50

    领域

    Insurance

    公司SSM号码

    928676-D

    就业机会

    0

    有问题想问这家公司？让雇主来回答吧！