PROFILE OF SMART PLANNER BIZ SERVICES
Smart Planner Biz Services is a Malaysian based financial planning company duly licensed by Security Commission of Malaysia to provide Financial Advisory and Financial Planning Solutions to individuals and corporations.
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|  | Company Registration Certificate
| Certified Financial Planner Certificate
| Securities Commisions License
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We provide the following financial consultations:
- Takaful/Protection Planning
- Investment Planning
- Will Writing / Wasiat, Hibah, Matrimonial Assets, Trust, Waqaf & Faraid Distribution
- Cash Flow & Debt Management
- Tax / Zakat Planning - Savings, Gold, Deductible Expenses & Donations
- Retirement Planning
- Children Education Planning
- Comprehensive Financial Planning
We also provide other services:
- Organizing Corporate & Public Seminars, Courses & Workshop on Total Financial Planning
- Coaching & Mentoring Program
Mission Statement:
- To work together with our clients to achieve their financial goals and dreams.
- To care, listen compassionately and with the best interest of our clients.
- To honor our relationships with clients, employees, stakeholders and institutions
Our Brand Name --- S M A R T P L A N N E R
| | | P
| rotect & Preserve
| | S | pecific | L | ife Cycle Based Plan
| | M | easurable | A | ccumulate | | A | ttainable | N | ominate | | R | ealistic | N | etwork | | T | ime Horizon
| E | xecute | | | | R | evise |
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Last Updated ( Thursday, 07 May 2009 15:19 )
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OUR PROFILE
