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.
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Lim Wei Chun
Co-Founder & CEOSteven Lim has 10 years of experience in banking & finance industry.
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Chin Chun Seong
Co-Founder & Managing DirectorJacky Chin was a mortgage banker from public bank back in 2010. After that, he has further pursued...
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Wong Hong Kit
Associate DirectorAs an associate director, my responsible is to assist mortgage clients to get the best approval...
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Yap Yew Lee
Group ManagerAs a group manager, my responsible is to assist mortgage clients to get the best approval out of...
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Low Wei Lok
Group ManagerAs a relationship manager, my responsible is to assist mortgage clients to get the best approval...
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Ooi Chin Chin
Group ManagerAs a relationship manager, my responsible is to assist mortgage clients to get the best approval...
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Tan Boon Ping
Group ManagerAs a relationship manager, my responsible is to assist mortgage clients to get the best approval...
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Kenzmen Chan Keng Munn
Group ManagerAs a relationship manager, my responsible is to assist mortgage clients to get the best approval...
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Khor Ching Boon
Group ManagerAs a relationship manager, my responsible is to assist mortgage clients to get the best approval...
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Liew Wen Teng
Group ManagerAs a relationship manager, my responsible is to assist mortgage clients to get the best approval...
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Low Chun Shen
Relationship ManagerAs a relationship manager, my responsible is to assist mortgage clients to get the best approval...
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Tan Kang Mei
Relationship ManagerAs a relationship manager, my responsible is to assist mortgage clients to get the best approval...
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Lim Ming Yi
Relationship ManagerAs a relationship manager, my responsible is to assist mortgage clients to get the best approval...
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Cheah Shin Yee
Relationship ManagerAs a relationship manager, my responsible is to assist mortgage clients to get the best approval...
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Yap Chee Wai
Relationship ManagerAs a relationship manager, my responsible is to assist mortgage clients to get the best approval...
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Wong Sook Ting
Relationship ManagerAs a relationship manager, my responsible is to assist mortgage clients to get the best approval...
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