FINANCIAL PLANNING FOR INDIVIDUALS AND BUSINESSES
Professional Will-Writing Services
Our current Professional Will-Writing Services have expanded from traditional Professional Will-Writing to cover a range of related services with the aim of achieving the fulfillment of our motto "Making Your Wishes Come True"
The Professional Will-Writing Services offered are:
- › Professional Will-Writing Service in English
- › Professional Will-Writing Service in Chinese
- › Professional Will Translation Services from English to Chinese
- › Professional Will Translation Services from Chinese to English
- › Executorship appointment
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Financial planning Services
Our Financial Planning Services focus on clients’ life goals and assist clients to achieve their life goals by providing the following services:
- › Review of clients overall financial position
- › Document the financial needs of the clients
- › Execute investment plans with insurance, unit trusts and other forms of investments
- › Execute debt cancellation plan or restructuring of financing for clients
- › Execute the plan by providing will custody, estate administration, trusts services such as insurance trust, business continuation trust and Declaration Trust via its franchisor, Rockwills Trustee Berhad.
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