Your Financial Guardian

Educate. Strategize. Excel

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

 

 

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February 23, 2010 Posted by | Uncategorized | Leave a comment