Sunday, April 18, 2010

Basic concept of Total Wealth Solution By CIMB Wealth Advisor

Do you have what it takes to 'Create,Protect&Preserve' you, your family and beloved one?



Wealth Creation:

- Do you want to buy your own car, house and other properties?

- Vacation to Paris, Rome and other parts of world are among your wish list?

- According to reliable research study, average retired people could only spend RM400 - RM700 a month to ensure that their EPF savings could last until they reach 75 years old. That is one of the reason why retired people has to have part time work to help them to survive after their retirement. Do you think that amount is enough in this world that will gradually inflate? Don't you want to settle down and relax after your retirement?

- Who to blame when you can't afford your children's higher education? Don't your children deserve better education?

- Planning to perform Umrah & Hajj in 10 years time with savings RM200 a month?


Wealth Protection:

- Do you have source of income until your retirement should you involved in severe accident?

- Do your family have alternative incomes should you as the only breadwinner, suffer Total Permanent Disabilty (TPD) that prevent you to perform any jobs?

- Do you inherit debts to your family instead of wealth? Will this ease burden to your beloved family?


Wealth Preservation:
- Amanah Raya is still holding uncollected inheritance estimated about RM8 billion. Why do this happen?Because many of the dead peoples does not nominate any beneficieries to inherit their wealth.Sadly, most of the uncollected inheritance is for Malay.

- Process of Faraid takes many years to be process? Hassle, tiring, & costly inheritance process?

If you agree/disagree or need further explanation about Total Wealth Solution concept by CIMB Wealth Advisor,I can be reach at 012 211 0960.



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