Step By Step ProcedureContact Us

  • PACKAGES BENEFITS

    1. Establishing Personal & Business Issues
    (1 Casual + 2 Formal Meetings)

    1. Basic Documentations
    2. Business / Personal Financial Questionnaire Analysis
    3. Basic Report on Business or and Personal Financial Affairs
    Learning the overall and possible issues that you are/ may encounter with the current financial status.

    2. Archiving of Documents & Financial Structure Re-View

    1. Documentation check list for systematic archiving
    2. Financial structure current overview & review
    Having your documents compiled and organized and reviewed.

    3. Analysis of Facts & Data

    1. Analysis of documents as per checklist
    2. Generate detail expert analysis
    The documents and cashflow till be reviewed and analysed by the expertise.

    4. Development of the Business or Personal Financial Plan

    1. Generate SOA (Statement of Advice)
    2. Statement of Implementation of Advice(Cash Flow, Risk, Investment, Estate Plan, Legal structures, Accounting and Tax Implementation are additional as charged services and are not part of the fees)
    SOA containing all the analysis and the suggested action on your financial status will be handed out to you.

    5. Implementation of Advice

    1. Generate SIA for client
    2. Follow up on Implementation with product providers
    A ‘SIA’ document will be signed upon your agreement and starting from that, your financial health will be monitored and taken care of by GiFT.

    6. Full Package Total Holistic Business and Personal Financial Advisory Solutions Monitoring

    1. Quarterly monitoring
    2. Reporting Annually
    Report on current status will be submitted for your reference.

 

 

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Contact Info

Speak to our expert
office: 03-8912 0293
mobile: 010-2174 860
Email one of our expert
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Drop by to our office
Green I Financial Technology Sdn Bhd
51-B, Jalan 3/69,
Seksyen 3, Bandar Baru Bangi,
Selangor Darul Ehsan, 43650
MALAYSIA