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Product Summary
- A wealth advisory firm, is powered and propelled by people-centeredness, best advisory practices and mission to impact life beyond finance. Preview: Identify financial goals Planning: Match dollar to the goals Solution: Plan with multiples scenarios
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- Death Benefit
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- Total & Permanent Disability Benefit
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- Personal Accident Benefit
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- Coverage Term
- Up to 100 years old
Key Benefits
Identify financial goals by understanding the misconceptions in wealth planning and the traps that common people will fall into when it comes to their planning.
Match dollar to the goals by identifying the financial goals, match dollar to the goals, and how to plan with various circumstances in life.
Plan with multuples scenarios. A report of commendation to next action plan.To ensure we start heading towards achieving all the financial goals using various type of financial tools to increase efficiency.
Personalized financial strategies crafted to align with your unique goals and risk tolerance, ensuring a tailored approach to wealth management.
A comprehensive suite of services covering investment management, tax optimization, retirement planning, estate planning, and more, delivering a holistic approach to securing your financial future.
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Eligibility
- 1 - 70
- Entry Age
- Malaysian & Foreigner
- Nationality
Promiseland Advisory & Wealth Management FAQ
PromiseLand Advisory is a trusted and comprehensive wealth management firm that offers personalized financial solutions to individuals and families seeking to secure their financial future. With a team of experienced professionals, they provide expert advice, holistic financial planning, and access to exclusive investment opportunities, guiding their clients through changing market conditions with transparency and a client-centric approach. PromiseLand Advisory is dedicated to building long-term partnerships with their clients, delivering tailored strategies to help them achieve their unique financial goals and aspirations.
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Advisory & Wealth Management refers to a set of professional services that aim to assist individuals and families in managing their financial assets and achieving their financial goals. It involves personalized financial advice, investment management, comprehensive financial planning, and strategies to preserve and grow wealth over time.
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Advisory & Wealth Management services offer several benefits, including access to expert financial advice, personalized solutions, and comprehensive planning tailored to your specific needs and goals. These services can help you make informed financial decisions, optimize your investments, and work towards long-term financial security.
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Unlike traditional banking or investment services that may offer standardized products, Advisory & Wealth Management services are highly customized. They focus on understanding your unique financial situation, goals, and risk tolerance to create a tailored financial plan and investment strategy.
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Advisory & Wealth Management services are suitable for a wide range of clients, including high-net-worth individuals, business owners, professionals, retirees, and anyone seeking personalized financial guidance. Whether you are looking to grow your wealth, plan for retirement, or manage complex financial situations, these services can be tailored to fit your needs.
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Advisory & Wealth Management advisors may be compensated through various fee structures. The common models include fee-only, where the advisor charges a transparent fee based on assets under management or an hourly rate for their services, and fee-based, where they may receive both fees and commissions for recommending certain products or services. It's essential to understand the compensation structure to ensure alignment with your interests.
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