Wealth Specs Consultancy

We have continuously strived our very best to contribute sustainable financial planning consultation, services, and products provider to our individual and corporate clients for the past 20 years prior to WEALTH SPEC CONSULTANCY SDN BHD was found. Formation of WEALTH SPEC CONSULTANCY SDN BHD in 2005 has further strengthened our professionalism and provide a wider range of products and services in assisting our clients in their WEALTH CREATION | WEALTH ACCUMULATION | WEALTH PROTECTION | WEALTH DISTRIBUTION success. To further enhancing our professionalism to meet our client's different financial needs, we have segregated out few divisions to deal with a specific client's expectation.

Investment Division is specializing in providing professional integrated financial services such as Property Acquisition & Financing, Unit Trusts & Others Savings Solutions to assist our clients in the establishment of their investment portfolio base on respective risk profile for their specific purpose such as Retirement Funding, Children Education Funding, Family Wealth Enrichment, Holidays Traveling Funding etc. Risk Management Division will be specialized in providing Financial Risk Portfolio for Health & Medical Program, Human Life Value Program, Income Replacement Program, and Property Ownership Guaranteed Program for corporate or individual clients. By developing this financial shield for the individual, family or corporation will protect and preserve their wealth against losses from the unforeseeable incident. Estate Administration Division produces well-trained specialist to assist our clients to grow their hard-earned wealth and size-up their estate which could be enriched in multiple millions.

Distribution cost could eat up a substantial portion of the estate value and be shrinking the net value down, our specialist is able to assist in eliminating or reducing the impact to its minimum by adopting a special financing program. Choice of distribution could be another taught issues. We will assist our client to identify a suitable way and arrange in accordance to our client's wish and of course to their most favorable condition and interest. Another key issue is to protect the estate for their loves one against creditors. Superb services come from the superb partnership.

Our strategic partnership is carefully examined & elected which include OCBC Bank, Great Eastern, Rockwill, RHB Trustees, MSIG, OAC, Berjaya Sompo etc. With the undivided support from these smart partnership company, we have long demonstrated our dedication and commitment of delivering our very best quality of service and products to the public at large. Apart from delivering our very best to our treasured clients, we also believe in developing superb relationships with our partners and associates in the company. Pleasant and healthy working atmosphere is crucial in our corporate success. Sculpturing a balanced lifestyle is our corporate culture, our primary objective is helping our associates to achieve one's financial freedom and spiritual well-being as the basic achievement in life.

未创立Wealth Spec Consultancy Sdn Bhd之前, 我们已经开始努力不懈得为我们的个人或企业客户群提供理财咨询和理财金融服务已达8个年头之久。 隨着Wealth Spec Consultancy Sdn Bhd于2005正式诞生，我们的事业版图迈向一个更专业，更有系统和更有规模的专业咨团队，继续为我们忠诚客户们提供更完善和更广范的咨询服务如【创造财富】、【累积财富】、【财富保障】及【财富传承】。 然而，我们并没有感到自滿，精益求精和客户的滿足感是我们前进的动力。随着公司落成后，我们也培训了专属专才为我们不同客户的财务需求提供专业咨询及服务。 投资专才（1）提供投资专业咨询服务包捨：产业置购及融资、信托基金投资、储蓄配套。我们都会以客户的《风险承受度简介表》做为金融产品和规划建议依據。我们將依客户的特定須求；量身定制计划如养老金、教育基金、财富倍增、旅游金额等等。 风险管理专才（2）专为客户落实财富保障。确保客户的财富不会在面对风险发生时；如庞大的医疗医药所呑蚀；规划保障客户的永续赚钱能力或人生经济价值，以及享有产业绝对拥有权等等。客户有了这些财富保护纲，災难发生时财物就会万无一失。 资产转移与分配（3），资产保值及倍增是我们专注的项目。除了保障财产总值外还能让遗产倍增数倍之多。遗产执行费和其他税务将呑食不少的遗产价值；通过资产重组和规范将执行成本減低。自古从来，资产分配往往是家族失和的导火线之一，专业的咨询及妥善安排下能有效得尊守赠献者的意愿和初衷。最重要，把遗产完整得交到至愛的人，免受商贷的减递。 优越的服务品质源于优质合作关系。我们在㧥择策略伙伴时，都以客户利益为主。目前；有华僑银行、大东方、乐委，兴业信托公司、MSIG、OAC、Berjaya Sampo等。这廿载的岁月，我们优越的业务表现和客户满意度全赖上述公司的強力支持。 【以人为本】是我们的企业文化。我们深信人与人的信任，建立在无时无刻的联系与互动，多一份的了解就多了一份的信任。和谐和快愉快的工作氛围是我们致胜的关键。我们主张追求平衡的人生为导向，引导我们的伙伴迈向追求财务自主及塑造一个全方位的完整人生目标。