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Contact Us
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Services
Engagement Process
Types Of LFPs
Advisory Services
Implementation Services
Resolute Planning Services
Engagement Process
Complimentary initial discussion
Select the required services
Assign the required LFP
Sign the Letter of Engagement & Client Declaration Form
Client pays the start work fee
LFP recommendations & solutions
Client acceptance & action plan
Final payment & 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
Money management
Basic consultation
Proficient Licensed Financial Planner
Comprehensive & Modular plans
Consultations
Expert Licensed Financial Planner
Complex comprehensive / modular plans
Coaching & consultation
Advisory Services
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
Business Insurance
Legacy & Estate Planning Services we work with
Wills & wasiat
Trust & hibah
Harta Sepencarian
Small estate distribution
Buy-sell agreements
Adoption & divorce
Implementation Services
Investments Implementation
Unit Trust Schemes
Private Retirement Schemes
Cash Management
Fund Manager Selection
Insurance/Protection Implementation
Life and Personal Accident
Medical, Hospitalisation and Critical Illness
General Insurance
Wills Writing and Estate Administration (SEDA related)
RPSB Approved Collaborators & Partners
