Our main goal is to educate the public on the importance of financial planning across all ages of society.
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Financial Planning is a basic three step process
- Protection
-Accumulation
-Distribution
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We ensure your current financial solutions are implemented to ensure a peaceful living tomorrow.
About
Jacob Simon - Founder
With more than 11 years of experience,he has been invited by numerous organizations to talk on Financial Planning topics. His network of clientele ranges from top Director of Multinational Companies right down to the normal layman.
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Qualifications
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He obtained his MSc in Financial Planning from the prestigious University of Central Lancashire, UK. He is also a Certified Financial Planner® the highest designation financial planning qualification worldwide and has a Bachelors Degree from Malaysia.
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