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OUR SERVICES

What We Provide

LIFE INSURANCE

Health is wealth. Life insurance cannot replace our health but it can help to minimise our financial losses when met with mortal uncertainties. Life insurance is a contract between us and the insurance company. It becomes more meaningful when there is promise and love between ourselves and our family members, it provides an assurance to our family’s food & shelter.

We specialise in life insurance and takaful benefits such as Critical Illness, Death, Total Permanent Disability, and Medical.

GENERAL INSURANCE

It is a contract of cover non-life benefits such as health insurance, travel insurance, motor insurance, marine insurance, home insurance, and commercial insurance etc.

The main reasons why should go for insurance is to protect ones belongings and assets against financial loss.

WILL WRITING

Will is an estate planning tool. It is a legal document in which you declare your wishes in writing for your loved ones and how to distribute your assets to take effect after you pass on. The advantages of a Wills to avoid the estate frozen longer time, hassle free, cost saving and avoid fighting amongst the beneficiaries.

Having a will also means that you, rather than the laws decide who gets your estate when you die.

TRUST

Trust is one of the Estate Planning Tools. It provides for Preservation, Distribution, and Protection of Wealth. It is the most superior estate planning tool amongst all available tools.

A Trust is where the Settler assigns the assets to the Trustee who is under a legal obligation to hold and manage the assets for the benefit of the beneficiaries for a duration of time.

It can be a living trust or testimony trust, revocable, or irrevocable. Recently, the most common trusts set-up by the public is Insurance Trusts or Cash Trusts.

 

BANKING SERVICES

Credit card application or mortgage application services. We have a strong financial institution to provide back up on these facilities to our clients.

INVESTMENT

Investment is generally constructed as the conversion of surplus money to financial assets that are expected to generate income or capital gain to the investor’s wealth (sources from MFPC M3).

2 types of investment vehicles: Short-term investment vehicle such as deposit accounts with bank short term treasury bills and bonds, money market, etc. Long-term investment vehicles such as Property, share, bond, tangibles & collectibles, etc.

Reach Us

MasterwealthFA Advisory Sdn Bhd

V03-10-20
Designer Office 
Sunway Velocity
55100 Kuala Lumpur

012-218 7632
012-813 8122

masterwealthfa@gmail.com

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