TOP 5 SERVICES OUR CLIENTS LOOK FOR
Advisory Services & Financial Coaching
Helping you take charge of your financial future
Corporate Employee Benefits
Protecting your most important assets
Life and General Insurance
It's not just possibilities, it's peace of mind.
Business Succession Planning
Toward an orderly transfer of business
Wealth & Estate Distribution
Ensuring your objectives are adhered to
Wings Alliance for you and your family
Financial Coaching vs Financial Advice ... Financial Advisors want to manage the wealth you already built, whereas Financial Coaches help you build wealth in the first place.
Find out why traditional financial advice has failed, and how coaching makes up for that.
About the only thing financial advice and financial coaching have in common is the word "financial". They're as different as night and day.
Financial advice focuses on your portfolio by providing specific securities and investment advice. The financial advisor business model is all about managing the money you already have. You give them control of your assets and they do the work for you.
Financial coaching is different. It focuses on your education, growth and decision making process so that you master wealth building skills. The coaching business model is all about helping you build wealth in the first place.
You remain in control by learning how to manage your money smarter and make better informed investment decisions.
In other words, financial advice gives you a fish, while financial coaching teaches you to fish so that you can have all the fish you want for the rest of your life.
Wings Alliance for businesses and organisations
Helping business owners protect, conserve and pursue more value from their businesses, more tax efficiently.
WE CAN HELP YOU WITH ...
DO YOU FEEL YOU MAY HAVE BOUGHT THE WRONG POLICY??!!
PolicyCare ….. for policyholders who are unsure of what they have bought, or have been ill advised or have difficulties continuing to pay their premiums.
PolicyCare offers a systematic process to help you plan your insurance programs based on your needs, objectives and concerns.
BE IN SAFE HANDS…..HEALTHCARE PLANS FOR YOU AND YOUR FAMILY!!
HealthCare Planning….. for people who are planning to create a medical fund, …..or who needs advice to select an appropriate product from the many choices available in the market, …..or people who are unhappy with their current health insurance program.
HealthCare Planning….. is a process to help you identify your needs for medical funds and matching it with affordable products.
ARE YOU AWARE THAT NOT ALL MEDICAL POLICIES ARE THE SAME??!!
Corporate or large groups ….We can provide you with a group healthcare insurance solution to meet your needs.
INSURANCE TRUSTS & NOMINATIONS
WILL YOUR POLICY PAY ACCORDING TO YOUR WISHES??
Insurance Trust & Nominations….. for policyowners who have not reviewed their nominations since policy inception, or who wishes to change their nominees, or would like to set up a trust for the policy proceeds.
This service will help you identify your intended nominees or beneficiaries, and ensure they receive the proceeds according to your intentions hassle free!
WERE YOU ADEQUATELY ADVISED REGARDING THE DISTRIBUTION UNDER SCHEDULE 10 para 5 of the FINANCIAL SERVICES ACT 2013 (formerly SECTION 166 OF THE INSURANCE ACT 1996)?
ARE YOU FACING PROBLEMS MAKING A CLAIM? ARE YOU BEING GIVEN THE RUN-AROUND?! IS THE PROCEDURE CONFUSING YOU?
Claims Services is a support and advisory service for people who have bought policies but have difficulties making claims. Claims may include general insurance like fire, burglary or motor. OR death or TPD claims, critical illness, medical or personal accidents.
We can help by providing advice of step by step procedures, or assist in the claim process.
Fees charged are based on the complexity of the claims on a case by case basis.
CORPORATE EMPLOYEE BENEFITS
THINKING OF YOUR EMPLOYEES’ WELFARE???
Corporate Employee Benefits….. for corporations who want to set up an employee benefit scheme…. or improve their existing employees’ benefits…. or implement employee retention programmes…. or review and reduce cost of existing programmes.
Corporate Employee Benefits schemes are usually customised to meet the needs of each corporation. We will analyse, review, make a proposal before we implement and manage the new scheme.
We can also review and redesign existing schemes to improve benefits while keeping costs down.
With over 20 years of experience behind us, we are sure we can find an acceptable solution to meet your needs.
GETTING TO KNOW US
I'm not telling you it is going to be easy, I'm telling you it's going to be worth it.
We take pride in developing 'bridges' or 'plans' that allow our clients to move from their present situation to their future financial goals.
Continuous learning will ensure we are never left behind in our journey towards financial success.
When I am possible, nothing is impossible.
Just Do It!!!
What Is Financial Coaching? by Dr Michael Collins
What Our Clients Say
I can never deny that having sufficient and complete protection is important, but it has to be based on my family’s needs and abilities. We do have other financial avenues to take.
We need someone who is able to review our insurance portfolio and advise us based on our current and future needs.
We sincerely thank Wings Alliance for putting in the effort to review our insurance portfolio, going through our cashflow, exploring our investment portfolio and also guiding us in wealth distribution. Now we have sufficient protection by paying 60% less in premiums, unlocked our dead assets of RM350,000 and reduced our liabilities of RM200,000.
We are glad that we had the opportunity to meet Ms Lim Pei Wen and her team.