FINBAZE Wealth Advisers

24/04/2024

Ever wondered how Malaysians research about Insurance and Takaful?

In our recent ‘Insure or Unsure: Sun Life Insurance Literacy Survey,’ we gauged Malaysians’ understanding of insurance and takaful knowledge, along with their behaviours in purchasing and managing protection policies.

We discovered that people often turn to their advisors for information both before and after making a purchase. The guidance and support of trusted advisors play a role in enhancing insurance/takaful literacy.

Swipe to find out where do they seek guidance before securing their financial future.

09/04/2024

Private Retirement Scheme is a voluntary long-term savings and investment scheme designed to help you save more for your retirement.

Private Retirement Scheme is a voluntary long-term savings and investment scheme designed to help you save more for your retirement.

13/12/2023

Hurrah! Wrapping up our celebrations with the of a joyous Xmas gift set just for you 🫶🏻!

Don’t miss out on our final collaboration of the year with HelloJoy of a specially curated ‘Sunny Jolly 🎁’ filled with festive delights:

🎄 3D Christmas Tree Packaging
🍪 A Jar of Marshmallow Chocolate Cookies
🌰 Amazin’ Graze Granola
🛁 Bath & Body Works Travel Size Shower Gel
🥤 420ml Reusable Glass Cup with Straw - where you can add on personalised name (up to 12 alphabets)
✨ Fun Sticker Pack

Grab this awesome gift set at only RM75! (Original price RM150)

Available from 10 December onwards and limited to the first 150 orders at Malaysia’s Happiest Online Gift Shop | Hello Joy: https://hellojoy.my/products/christmas-tree-sunlife-exclusive-set

Get the best of both worlds - life insurance and family takaful protection for your peace of mind.

T&C apply. While stocks last.

26/09/2023

#只是一个机构就有5亿末认领
😱😱😱😱😱😱😱😱😱😱😱

很多人不急財富传承！
到最後损失辛辛苦苦赚来的錢。

你会急著买保險是保障末來！
因为你知道！不知道意外先到
还是明天先到！

但你却忽略了保障你所有的财富
传承規划是保障你的財富！
 避免漏掉的財富！

没有规划财富传承！
家人怎么知道你有多少财富？
又怎么知道传承给谁？

忽略了财富传承！
不单只是遗失财富，更重要的是导致家庭仇恨相对！

😊欢迎免費询问哦！


#

15/09/2023

Get a 2.25g 999.9 Gold Coin with each product sign-up and celebrate with us!

T&Cs apply.

29/07/2023

🏆 We are honoured to receive the Overall Excellence in Community Diabetes Prevention Award at the Sustainability & CSR Malaysia Awards 2023 🙌🏻

The award was presented to our CEO, Raymond Lew, by the Minister of Women, Family and Community Development, YB Dato' Sri Hajah Nancy Binti Haji Shukri.

This recognition reaffirms our decade-long efforts in raising awareness on diabetes prevention and care.

Throughout the years, Sun Life Malaysia has launched various community outreach initiatives, aimed at educating and supporting people to take early preventive steps against Type 2 diabetes, providing financial assistance to those living with Type 1 diabetes, while also organised educational talks.

Our flagship Brighter Health Blood Glucose Screening Programme stands as a testament to our commitment, having screened over 21,000 Malaysians to date and helped many detect diabetes risks early, enabling timely intervention.

Together, let's continue to make a difference in the fight against diabetes 💪🏻

06/07/2023

现在随便去一下Clinic看医生都要 #百多块啊 ，医院更别说躺一晚就要 #几千块 ... 💸
真的没事 #不要生病 ，Bank会 #大出血 💔💰

年轻时，还可以避免，在家 #好好修养 一下就好了😷
但是以后的事 #很难说 ...
现在看起来健康， #无病无痛 ，
不代表以后没有疾病和痛苦... 🌡️😥

以后的 #医疗费 只会 #越来越贵 ，
老了后哪里敢生病啊... 💸💊

今天连你在自己还可以赚钱的情况下都觉得很贵了，
那以后退休，没有收入，
停手停口的时候，该怎么办❓❓

➡️要靠孩子吗？?
孩子也不一定可以负担得起的... 😭
➡️要靠EPF的钱吗？
通货膨胀，可能拿笔钱只够cover你接下来10年的生活费.. 😭

真的不怕一万，只怕万一啊，不是开玩笑的... 😭

现在开始，你可以做的 ⏩️ 自己准备更多【医疗基金】
未雨绸缪，Ready before it happens ⏳
趁现在还有能力，要趁早开始！

当然准备【医疗基金】有很多方法
1️⃣ 把孩子给你 #家用存起来
2️⃣ 买足够 #医药卡保险
3️⃣ 拥 #有乐观的被动收入

26/06/2023

认同吗？

24/06/2023

不知不觉自己的保单变成了 “孤儿保单”？👶🏻

有没有这个想法 ❔
问：到底自己买了什么保险
问：为什么我的 agent 好像都没有跟我更近我的保单

答：那可能你的 agent 已经转行了 你的保单已经没有人在处理 也就是所谓的 “孤儿保单” .

没有 agent 更近的保单真的很麻烦 因为有事情起来没有人帮你处理 还要自己抽出时间出来处理 结果资料不充足 需要回去准备文件 隔天再去处理 有些人甚至觉得很麻烦 索性不claim了 😥

你是不是也是其中一个受害者？😓

“孤儿保单” 麻烦的地方 ：

📍不清楚自己保单里的保障 因为没人和你分析
📍保费一直起 但没人和你说为什么
📍忘了还保费 某天突然收到信保单欠了几千块
📍没人帮忙 update 保单里的基本资料 例如电话号码，地址等等

想得到更多帮助 想从新整合 不要再拖了 请联系🙋‍♂️

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16/06/2023

规划好保险除了可以避免家庭突然失去收入来源。。也可以很好的把 #资产传承发挥到最佳杠杆。

#创造生命的价值
#资产规划