Helping You & Your Family To Achieve Lifetime Financial Security
After following Nicholas' advice, I am now able to sleep soundly without worry that if one day I am unable to provide for my family due to unforeseen reasons, I know that they are already financially well taken care of.
Jaxen Tan, Marketing Consultant
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I had this book written with the hopes that it can help those who read it to develop the right mindset when it comes to pursuing wealth and to be financially free.
Most People Go Thru Life Without Being Financially Protected
Because of the COVID-19 Pandemic outbreak, there's been an increase in the awareness for financial security and estate planning. And yet, majority of Malaysians are still unaware of how they can protect their loved ones and themselves when their financial security is taken away from them. Many people assume that they will be fine and the threat of anything serious is always discarded to the back of the mind hoping that if we don't think about it then it won't happen. But we all know that these threats are very real...
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Loss of income & the ability to work due to major health concern
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Loss of life due to sudden death; e.g. Covid 19
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Issues with asset allocation in the event of a loved one's death
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Business continuity issue due to the loss of a key company personnel
Your Income
Your income determines your lifestyle, the house you stay, the food you eat, the clothes you wear. If you lost the ability to earn your income due to a serious illness, how will you continue about your lifestyle?
Your Family
If you are no longer able to provide an income to your family due to a serious illness, what will happen to them? Or if you are no longer around to take care of them, how will they survive and provide for themselves financially?
Your Assets
Between RM70 billion to RM90 billion in assets has been frozen due to unmanaged inheritance. Have you taken action to ensure that your assets are well allocated properly after you are gone?
Your Business
If you run a business and a key personnel (business partner or even top performing employee) suddenly passes away, what will happen to your business? Have you given thought to business continuity plan?
NICHOLAS TAN
HOW I CAN HELP YOU
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LIFE PROTECTION
When we are no longer around, our loved ones will miss us the most. A life protection can greatly help your loved ones get back on track with their lives and to ensure they are well provided for.
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MEDICAL SECURITY
Medical cost are rising and you definitely don't want to get caught paying hefty medical bills due to unforeseen circumstances. Something small like this can go a long way. With Covid being a part of everyday life, having ample medical protection has become a necessity of life.
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ESTATE AND LEGACY PLANNING
With RM70 billion to RM90 billion worth of unclaimed asses, its very clear that most Malaysians did not plan for their legacy. Ensuring that your beneficiaries inherit your assets hassle free is as important as ensuring that it is properly and well distributed to avoid internal legal battles.
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FAMILY TRUST
A system of inheritance that helps ensure wealth stays in the family line for more than 3 generations. We all know it never passes 3 generations but a good Family Trust can solve that.
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SAVINGS PLANNING
You need to diversify your portfolio with not only good investments but also good savings plan. And saving money in the banks isn't smart. Neither is putting all money into properties or investments.
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INCOME PROTECTION
If today you are unable to work and get an income due to unforeseen critical illness, I will ensure that your financial lifestyle can continue undisrupted for a period of time to allow you to rebound back.
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EDUCATION PLANNING
Saving money for children's education is tricky with many people putting the savings into risky investment. If your child is 18 and your investment isn't making money, can you tell your child to delay college a few years?
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BUSINESS SUCCESSION PLANNING
While there are many business owners in Malaysia, most do not know how to plan for business succession. They fail to see the consequences of what can happen which will disrupt the business if a business partner passes away.
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RETIREMENT PLANNING
Why is it that most Malaysians cannot retire at the legal retirement age? Truth is, its poor retirement planning... or lack thereof. Most Malaysians do not plan for retirement hence the need for this is crucial.
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FINANCIAL & INSURANCE REVIEW
It is good to always have a financial review to ensure you are able to achieve your financial objectives in life. And reviewing your policies will ensure you are well protected in case life hands you a bad card.
Helping You & Your Family To Achieve Lifetime Financial Security
Your Financial Advisor
Nicholas Tan
I like to provide holistic financial planning to many of my valued clients. My passion to help others is what drives me to reach out to more people. Financial planning is serious business, but I want to make it fun and exciting when it comes to helping my clients achieve their goals! Being able to move alongside them in their journey in life is what motivates me and I strives to help them make smarter decisions with their money to achieve their financial dreams.
I understands that my clients are the most important part of my professional practice and my personalised service is essential when matching my clients with the right financial products and services. I love the one-to-one interactions that I have with my clients and talking about what they care most about – their dreams. I am dedicated to building a financial security plan focused on my clients’ specific needs.
Nicholas is very professional and highly experienced in his work. I highly recommend his service if you want someone who really cares about you and your family's well-being.
Sheron Wong
I've never met anyone as dedicated as Nicholas. His dedication to his profession is outstanding and he is a person you can trust to always have you in his best interest.
Eason Por
FREE RESOURCE
5 Mins Financial Wisdom
Check out the videos I have prepared for you on how you can become financially savvy
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