Gather client’s financial data– including income, expenses, debt levels and commitment.
Identify client’s goals and objective– These may include buying house, funding for education, travel, retirement needs and any financial needs.
Analyse the financial situation– Condition aiding or impeding the client’s desire to achieve his financial goals, time horizon to achieve them need to be modified.
Develop and presenting the financial plan– prepare a financial plan that identifies recommendations, alternative strategies, the advantages and disadvantages of each strategy should be communicate.
Implement the plan– the financial plan is useful to the client only after it is put into action.
Review and monitor the plan– reviewing the revising the plan to ensure it stays up-to-dates and relevant to the economic climate and the client’s changing lifestyle.
OCBC Bank (M) Bhd
Standard Chartered Bank Malaysia Bhd
Hong Leong Bank Bhd
Alliance Bank Malaysia Bhd
Great Eastern Life Assurance (M) Bhd
Great Eastern Takaful Berhad
Oversea Assurance Corporation (M) Bhd
Prudential Assurance Malaysia Bhd
WILL AND TRUST
Rockwills Corporation Sdn Bhd
Phillip Mutual Berhad
Aberdeen Asset Management Sdn Bhd
Affin Hwang Asset Management Berhad
AmanahRaya Investment Management Sdn Bhd
AmInvestment Services Berhad
Areca Capital Sdn Bhd
BIMB Investment Management Berhad
CIMB-Principal Asset Management Berhad
Eastspring Investments Berhad
Franklin Templeton Asset Management (M) Sdn Bhd
Inter-Pacific Asset Management Sdn Bhd
KAF Investment Funds Bhd
Kenanga Investors Berhad
Libra Invest Berhad
Manulife Asset Management Services Berhad
Maybank Asset Management Sdn Bhd
MIDF Amanah Asset Management Berhad
OPUS Asset Management Sdn Bhd
Pacific Mutual Fund Berhad
Pheim Unit Trusts Berhad
PMB Investment Berhad
RHB Asset Management Sdn Bhd
TA Investment Management Berhad