Total Financial Solution from CIMB Wealth Advisors

Hi everybody.Sorry for not updating this blog for sooooo long becoz of I forgot my user id to log in to update my blog!!!That was 10 times terrible than losing ur password right??Hihihi.Ok now,let’s start and focus what is CIMB Wealth Advisors is all about.

CIMB Wealth Advisors is a very2 professional career in sales and leadership field. CIMB Wealth Advisors provide a Total Financial Solution to our customer needs which consist 3 main core products at the moment:-

1)Wealth Creation(Unit Trust Investment)

2)Wealth Protection(Insurance-CIMB collaborate with AIA)

3)Wealth Distribution(Trust Nomination)

Unit Trust Investment is a medium to long term investment (3 years n above) which is the profit range 10-15% average per annum. Having said that, unit trust is a very2 secured investment becoz this investment is under Bank Negara and the profit can go higher than 10-15% per annum. There is no fix maturity time in unit trust investment.You may gain profit in just a month or maybe a week which is depands with the market situation.That’s why the role of CIMB Wealth Advisor is to monitor investment of the client.You may exit anytime of ur investment as long as you have achieved ur desired return.

For Wealth Protection which is Insurance,CIMB Wealth Advisors collaborate with AIA where we provide all kind of insurance plan for our clients.Insurance is a very2 important as a replacement income and also as ur income protection if u are admitted to the hospital.We have a life insurance, medical card as well as personal accident insurance.

For Wealth Distribution,we have a Trust Nomination to ensure ur investment is given to ur love ones.Let me give u more clear view about this product.When an investor invest in unit trust,or maybe put the money in saving/current account,fix deposit or maybe in ASB,ASN or whatever it is,once the investor passed away the money will be freeze at Amanah Raya Berhad.To get back the money from Amanah Raya Berhad is not that easy and it takes a long time and a even a years!!!This will be burden to ur loved ones right?So with this Trust Nomination service, we protect it from Amanah Raya Berhad and we will distributed the money within 30 days from the request date by nominee to exit the investment by the investor.

I think it’s enough for this entry.I’m gonna see you at the next entry!!!!!See ya!!!Do drop a comment if u have any suggestion or question.

Thank you.