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Name Tan Kim Book
Location (City) Melaka
Service Financial Planning
• Comprehensive Financial Plan Consultancy
• Modular Financial Planning Consultancy
• Cash Flow and Net-Worth Management
• Family Financial Planning
• Retirement Planning
• Child Education Planning
• Mortgage Reduction Planning
Investment & Wealth Accumulation
• Asset Allocation Portfolio
• Unit Trust/Mutual Fund
• Fixed Income Investment
• REIT
• Global Fund Investment
• Wealth Management
Risk Management & Insurance
• General Insurance
• Life Insurance
• Medical Insurance
• Group Insurance
• Employees Insurance
Estate Planning
• Will Writing
• Trust Planning
• Total Estate Planning
Corporate Planning
• Employee Benefits Enhancement
• Business Succession Planning
• Buy/Sell Agreement Services

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