F&J Private Wealth Planner

04/07/2021

Unclaimed Estates Worth Billions

Estates of deceased worth RM60bil have not been claimed by their heirs as at 2016, since Independence. This number grew from RM40bil back in 2007, and this number has been increasing over the years.

PM us for Professional advise on Will Writing, Trust and Distribution of Wealth for your estate planning purpose.

13/05/2021

28/04/2021

What is Legacy Planning?

Legacy Planning is about how you would want to distribute your wealth to your loved ones or for philanthropic or charity purpose.

Legacy Planning is important for an individual nowadays, as we are in a higher risk environment. In order for us to adapt to our current lifestyle and work/ business purpose, we tend to:
- travel more for holiday and work/business purpose, resulting in higher exposure to accident
- involves in more competitive and challenging work and business environment which could lead to stress and illness at earlier years

How would you want to leave your Legacy?
How would you want to plan a smooth transfer of wealth upon death?
How does our current wealth efficiently grow in order to provide more financially to our loved ones when we are no longer around?

PM us to understand more

08/04/2021

IKIGAI
A Japanese word which means “the reason of being”. This is relates to Finding Purpose in Life.

What gets you wake up in the morning and gets you going?

26/03/2021

Pause for Thoughts

Before you speak ... listen
Before you write ... think
Before you spend ... earn
Before you invest ... investigate
Before you criticize ... wait
Before you pray ... forgive
Before you quit ... try
Before you retire ... save
Before you die ... give
.. by William A. Ward

13/03/2021

THOUGHT OF THE DAY

How many years can my dependant(s) continue with their lifestyle should any unfortunate incident happen that stop my capability or my presence to provide for them?

PM us to have a chat