Estate Planning – Welcome To

What is Estate Planning?

Estate planning involves determining how an individual’s assets will be preserved, managed, and distributed after death. It also takes into account the management of an individual’s properties and financial obligations in the event that they become incapacitated.

Why we need to do Estate Planning?

What will happen to the property if an individual passed away without estate planning?

For this simple question, 95% of our customers do not know whats gonna happen.

Nowadays, purchasing property is a hot activity on going in Malaysia. Well, it is a good thing for any individual or corporation to acquire real estate for a better future. However, without proper estate planning, this investment might turns up into a nightmare for their family, causing them to wipe off all their savings, and even worst became estate bankruptcy.

Please contact us to understand more on estate planning.

Don’t let your assets become liabilities for your love one.

Our experts

Our team of professionals includes Mortgage Consultancy, Portfolio Management & Estate Planning.

Steven Lim

Chief Executive Officer

Steven Lim has 10 years of experience in banking & finance industry.
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Jacky Chin

Managing Director

Jacky Chin was a mortgage banker from public bank back in 2010. After that, he has further pursued...
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Issac Wong

Associate Director

As an associate director, my responsible is to assist mortgage clients to get the best approval...
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Hendrix Yap

Certified Mortgage Advisor (MFPA)
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Trevor Tan

Certified Mortgage Advisor (MFPA)

As a relationship manager, my responsible is to assist mortgage clients to get the best approval...
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Max Khor

Certified Mortgage Advisor (MFPA)

As a relationship manager, my responsible is to assist mortgage clients to get the best approval...
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Isaac Lim

Certified Mortgage Advisor (MFPA)

As a relationship manager, my responsible is to assist mortgage clients to get the best approval...
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Eugene Liew

Certified Mortgage Advisor (MFPA)

As a relationship manager, my responsible is to assist mortgage clients to get the best approval...
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Easton Low

Group Manager

As a relationship manager, my responsible is to assist mortgage clients to get the best approval...
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Jaydee Tan

SME Relationship Manager
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Elise Ooi

Relationship Manager

As a relationship manager, my responsible is to assist mortgage clients to get the best approval...
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Kenzmen Chan

Relationship Manager

As a relationship manager, my responsible is to assist mortgage clients to get the best approval...
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Edwin Yap

Relationship Manager

As a relationship manager, my responsible is to assist mortgage clients to get the best approval...
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Low Chun Shen

Relationship Manager

As a relationship manager, my responsible is to assist mortgage clients to get the best approval...
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Wong Sook Ting

Relationship Manager

As a relationship manager, my responsible is to assist mortgage clients to get the best approval...
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Marcus Wong

Relationship Manager

As a relationship manager, my responsible is to assist mortgage clients to get the best approval...
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Erick Phua

Relationship Manager

As a relationship manager, my responsible is to assist mortgage clients to get the best approval...
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Tee Yee Shian

Relationship Manager

As a relationship manager, my responsible is to assist mortgage clients to get the best approval...
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Eve Loo

Relationship Manager
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Tracy Ling

Relationship Manager

As a relationship manager, my responsible is to assist mortgage clients to get the best approval...
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