How I helped my client in financial industry?
With 30 years of financial industry experience, my passion and resolution are to assist to preserve your hard earn money for yourself and for your loved one.
The main objective is to ensure my clients are well protected and they would have peace of mind if anything would happen to them.
My clients are inspired by my resolution to solve their specific financial complications.
It will be a great opportunity for me to be recognized under MMOWA in Malaysia.
Published By:
Jeannie Tong
Will & Trust strategist.
I helped families to structure a comprehensive Will and Trust to protect their families’ assets and avoid any family conflicts.
I am a seasoned Will & Trust strategist with a passion for helping families safeguard their assets and prevent potential family conflicts. With my expertise, I work closely with families to develop comprehensive estate plans that ensure their legacy is protected for future generations. Through meticulous structuring of Wills and Trusts, I provide tailored solutions that meet each family’s unique needs and goals.
My in-depth understanding of estate planning laws and regulations allows me to provide expert guidance on matters such as asset protection, tax planning, and probate avoidance. I am committed to providing personalized and compassionate service, taking the time to listen to my client’s concerns and objectives, and crafting strategies that align with their values and wishes.
My track record of success in helping families achieve peace of mind and financial security is a testament to my dedication and professionalism. I am proud to be a trusted advisor to families, guiding them through the complexities of estate planning with clarity and transparency. Whether it’s developing a Will, establishing a Trust, or navigating the intricacies of estate administration, I am committed to helping families preserve their wealth and protect their loved ones for generations to come.
With my unwavering commitment to excellence and my deep expertise in Will and Trust planning, I am your trusted partner in safeguarding your family’s assets and ensuring a legacy that lasts for lifetimes. Contact me today to discuss how I can assist you in securing your family’s financial future with a comprehensive Will and Trust strategy.
Case references:
1️⃣ Divorcee who ran away with her children from her husband’s mental abuse.
2️⃣ Parents who disown their own son from their inheritance
3️⃣ Self-emergency funding in the event of dementia, coma, total permanent disability, or death
4️⃣ Proxy cases – to transfer your assets from a proxy to your family
5️⃣ Business ownership & succession planning
If you would like to know more about it, do click on the link for a 20 minutes discussion, Book now
