See myself as a Consultant rather than a Salesperson.
I see myself as a consultant, a friend, a helper rather than a salesperson, to provide solutions to my clients. Below are the services offer by my company to value add our clients. Basically we provide wide range of services in related to Financial Planning.
FORTRESS offers a range of specialist services tailored to your individual unique set of goals to fulfill and constraints to consider:
Insurance and Risk Management Planning
Keyman Protection
Employees’ Benefits Scheme
Assets Protection
Life Protection
Income Protection
Medical Card & Health Insurance
Personal Accident Protection
Money Management Planning
Net Worth Analysis
Cash Flow Analysis
Budget Variance Analysis
Mortgage Analysis
Wealth Accumulation and Investment Planning
Stocks & Shares
Bonds
Alternative Investment
Mutual Funds / Unit Trusts
Money Market Investment
Endowment Saving Plan
Land Banking
Retirement Planning
EPF Optimization & Maximization
Inflation Analysis
Assets & Capital Preservation