Services

Resolute Planning Services

Engagement Process

Complimentary initial discussion

Select the required services

Assign the required LFP

Sign the letter of engagement

Client pays the start work fee

LFP recommendations & solutions

Client acceptance

Final payment and joint decision on action plan

Types of Licensed Financial Planners

We have different levels of LFPs to suit your current financial planning needs.

Competent Licensed Financial Planner

Competent Licensed Financial Planner

Proficient Licensed Financial Planner

Proficient Licensed Financial Planner

Expert Licensed Financial Planner 1

Expert Licensed Financial Planner

Advisory Services

Our Services finance

Implementation Services

Investments Implementation
  • Unit Trust Schemes
  • Private Retirement Schemes
  • Cash Management
  • Fund Manager Selection
Protection (Takaful & Insurance)
  • Life and Personal Accident
  • Medical, Hospitalisation and Critical Illness
  • General Insurance
  • Trade credit insurance
Legacy & Estate Planning Services we work with
  • Wills & wasiat
  • Trust & hibah
  • Harta Sepencarian
  • Small estate distribution
  • Buy-sell agreements
  • Adoption & divorce
Small Estate Distribution Consultation

Implementation Services

Implementation Services

Investments Implementation

Insurance/Protection Implementation

Wills Writing and Estate Administration (SEDA related)

RPSB Approved Collaborators & Partners