Our Services
Wealth and Asset Planning
Wealth and Asset Planning
The goal of asset planning organizations is to maximize the returns on their clients’ investments.
Wealth management include supervising every areas of a client’s financial life. This includes asset management, taxes, estate planning, cash flow management, and any other conceivable uses of money.
Financial Planning
Everyone should engage in financial planning, whether they are starting their first job, in the middle of their career, or close to retirement. A financial plan will not only help you manage your finances, but it will also show you how to go in order to realise whatever lifestyle objectives you may have.
A financial strategy primarily addresses the following three areas:
Accumulating wealth
Wealth distribution and protection
We will include a variety of our services in creating a comprehensive financial strategy for you that addresses each of these aspects. We urge you to learn more about each of our services so that you can choose the one that best fits your own financial strategy.
Investment Planning
Every financial plan must include investment planning. There is an investing strategy that can meet your needs, whether you are a high net worth business leader or a young professional. Whether your objectives are short-term (within five years) or long-term will determine the appropriate investment portfolio for you (over five years). It will also depend on how much risk you are willing to take with your investment objectives. In the end, it will rely on the investment instruments you consider ideal for achieving your financial objectives.
With careful consideration of your preferences in each of these areas, the LE' Fintelis team can advise you on the best wealth generation approach for you. Additionally, we may offer advice on specialized investment methods like managing debt and borrowing to invest, as well as worldwide investment placement and borrowing to invest.
Retirement Planning
We consider the long term at LE'Fintelis. To guarantee they can retire without financial worry, we advise all of our clients to begin planning for their retirement as soon as possible. Our staff can assist you in determining how much money you need to save annually, how much money you need to save for retirement, and where to invest it. Along with giving you the flexibility you need in the years before retirement, we will carefully analyse the income stream solutions and tactics that are most tax efficient.
Planning your retirement with us will provide you peace of mind as you approach financial independence, whether you choose to retire in Malaysia or overseas.
Estate Planning
Growing your financial position is crucial for supporting your family, but what will happen to them after you pass away? Making a lasting legacy for your family entails more than just making sure your assets are dispersed fairly in the event of your passing. In order to have enough assets to support the people you care about, it is also crucial to manage your wealth now. To assist you in making these crucial choices, Blueprint Planning offers integrated and thorough guidance covering investment, tax, and estate planning.
By working with our referral partners, we can also make sure that your assets are distributed according to your preferences and in the most tax-efficient ways. We will also collaborate to coordinate everlasting powers of attorney and wills.
Islamic Financial Planning
Based on the guidelines of Syariah, LE'Fintelis provides a thorough solution for Islamic financial planning. The Financial Planning Association of Malaysia (FPAM) and Bank Negara Malaysia recognise our Islamic Financial Planners through the Islamic Financial Planner qualification (IFP). Islamic finance has its roots in Malaysia and is a rapidly expanding global business that was initially introduced in the 1960s with the Tabung Haji. Islamic financial products adhere to fundamental Islamic norms and principles, such as avoiding speculative trading and gambling (maysir), while offering customers competitive goods and services (Gharar).
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How To Do Financial Planning
How do financial planning and Islamic financial planning differ from one another?
The goals of an Islamic financial plan are similar to those of a conventional one: to help individuals acquire, protect, and distribute money. However, it follows Islamic principles and values. For example, investments must comply with Syariah law, and special plans must be made for zakat and hajj. This service is ideal for those who want to plan for the future while adhering to Islamic principles.
Fintelis Providers
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