VKA’s personal financial planning service is specialized in many areas including insurance planning, retirement planning, investment planning, education planning, tax planning and property planning. Through their affiliation with established local and offshore financial institutions, their financial advisers will help customize the financial plan most suited to customer needs and financial goals.
Their experienced financial planning advisers can assist their clients with separate independent advice from any particular bank, investment or insurance company.
The financial planning process is a logical, six-step procedure:
(1) determine your current financial situation
(2) develop financial goals
(3) identify alternative course
(4) evaluate alternatives
(5) establish and implement a financial action plan
(6) reevaluating and revising the plan.
For more information about Personal Financial Planning Malaysia, please visit https://www.vka.com.my/services/personal-financial-planning/