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PROTECT YOUR WEALTH (10%-15%)

  • Do you understand the protection you need?
  • Do you understand the protection of your current policy?
  • Have you prepared enough reserves for “birth, illness, death”?

Level 1 - 4 Main

  • Income protection
  • Major illness protection
  • Medical fees protection
  • Accident disability protection

Types of accumulated wealth (10%-20%)

Create your wealth

  • Let you know how small money makes big money
  • Do you understand what is risk management
  • How to make passive income / investment income higher than labor income and get financial and time freedom

Conservative

  • Cash Trust
  • Saham
  • Bond fund
  • Insurance

Moderate

  • Private Funding
  • Preference Share
  • Unit trust balance fund
  • House

Aggressive

  • Private Equity
  • Share
  • Coin
  • Unit Trust single premium
  • Forex

Pass on your wealth

  • Do you understand that the survivors are not effective in the following situations? Disability, coma, dementia of the elderly, who can help you if these happen
  • Has your property passed on to the right person? Let the right people manage?

Will

Trust Deed

Business Trust

Family Trust

Will

Trust Deed

Business Trust

Family Trust

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