Plan for you Protection & Wealth Solution

At W Advisory, we understand the importance of financial empowerment. Our suite of services equips individuals, families, and businesses with effective tools and strategies for navigating wealth management complexities.

1 . Personal, Business & Family Wealth Protection

Our wealth management services offer tailored strategies for individuals, business owners, and families. We analyze your financial situation, understand your goals, and plan for you, addressing medical protection, income replacement, retirement, and estate planning. Our goal is your financial independence and peace of mind.

2 . Wills & Trust Planning

Our wills and trust planning services provide peace of mind, ensuring your estate is distributed according to your wishes while minimizing tax liabilities. We understand that estate planning can be a complex and emotional process, which is why our team of experienced professionals is here to guide you every step of the way. Whether you’re looking to draft a will, establish a trust, or update your existing estate plan, we will advise you to develop a will & trust to protect your assets and ensure that your property smoothly passes into the hands of your family, protecting your assets, providing for your loved ones, and preserving your legacy.

3 . Debt Cancellation/MLTA

Our debt cancellation and Mortgage Life Term Assurance (MLTA) plans safeguard your family’s financial future in the face of unforeseen circumstances. We understand the importance of protecting your loved ones from the burden of debt in the event of your untimely death or disability. Our MLTA plans provide financial security by paying off your mortgage or other debts, ensuring that your family can remain in their home and maintain their standard of living during challenging times.

4 . Income Replacement Planning

Protect your income with our disability income insurance and critical illness coverage, ensuring financial stability during challenging times. We understand that your ability to earn an income is your most valuable asset, and we’re here to help you maintain it. Our income replacement planning solutions provide financial support if you’re unable to work due to disability or illness, allowing you to focus on your recovery without worrying about your financial obligations. Let us assist you in creating a 3-5 year income plan.

5 . Retirement/Education Planning

Plan for retirement and fund your children’s education with our customized strategies, designed to help you achieve your financial goals. Whether you’re dreaming of a comfortable retirement or aspiring to give your children the best possible start in life, our retirement and education planning services can help turn your dreams into reality. We’ll plan for you to develop a personalized savings and investment plan that aligns with your goals, timeline, and risk tolerance, ensuring that you can enjoy a secure and fulfilling future.

6 . Takaful Hibah Planning

We provide Sharia-compliant Takaful Hibah planning services, aligning with Islamic principles for financial protection and peace of mind. With our Sharia-compliant solutions, you can enjoy the benefits of financial security.

7 . Medical Protection

Find the right medical protection for your family with our comprehensive health insurance products, facing future inflation and high medical cost expenses. We understand that healthcare costs can be a significant financial burden, which is why we offer a range of medical protection plans to suit your needs and budget. Whether you’re looking for basic coverage for minor illnesses or comprehensive insurance for major medical expenses and emergencies, we’ll help you find the right plan to ensure that you and your family are well-protected against the high cost of healthcare.

Plan for you Protection & Wealth Solution

At W Advisory, we understand the importance of financial empowerment. Our suite of services equips individuals, families, and businesses with effective tools and strategies for navigating wealth management complexities.

1 . Personal, Business & Family Wealth Protection

Our wealth management services offer tailored strategies for individuals, business owners, and families. We analyze your financial situation, understand your goals, and plan for you, addressing medical protection, income replacement, retirement, and estate planning. Our goal is your financial independence and peace of mind.

2 . Pass on your wishes to your loved ones

We provide comprehensive legacy planning solutions, ensuring that your assets are preserved and passed down according to your wishes. Our team of estate planning experts will work with you to develop a customized plan that addresses your unique circumstances and objectives. From drafting Wills and Trusts to minimizing estate taxes and facilitating smooth asset transfers, we create solutions to help you resolve tax issues and debt cancellation. Our goal is to create a plan that reflects your values and provides for future generations.

3 . Debt Cancellation/MLTA

Our debt cancellation and Mortgage Life Term Assurance (MLTA) plans safeguard your family’s financial future in the face of unforeseen circumstances. We understand the importance of protecting your loved ones from the burden of debt in the event of your untimely death or disability. Our MLTA plans provide financial security by paying off your mortgage or other debts, ensuring that your family can remain in their home and maintain their standard of living during challenging times.

4 . Income Replacement Planning

Protect your income with our disability income insurance and critical illness coverage, ensuring financial stability during challenging times. We understand that your ability to earn an income is your most valuable asset, and we’re here to help you maintain it. Our income replacement planning solutions provide financial support if you’re unable to work due to disability or illness, allowing you to focus on your recovery without worrying about your financial obligations. Let us assist you in creating a 3-5 year income plan.

5 . Retirement/Education Planning

Plan for retirement and fund your children’s education with our customized strategies, designed to help you achieve your financial goals. Whether you’re dreaming of a comfortable retirement or aspiring to give your children the best possible start in life, our retirement and education planning services can help turn your dreams into reality. We’ll plan for you to develop a personalized savings and investment plan that aligns with your goals, timeline, and risk tolerance, ensuring that you can enjoy a secure and fulfilling future.

6 . Wills & Trust Planning

Our wills and trust planning services provide peace of mind, ensuring your estate is distributed according to your wishes while minimizing tax liabilities. We understand that estate planning can be a complex and emotional process, which is why our team of experienced professionals is here to guide you every step of the way. Whether you’re looking to draft a will, establish a trust, or update your existing estate plan, we will advise you to develop a will & trust to protect your assets and ensure that your property smoothly passes into the hands of your family, protecting your assets, providing for your loved ones, and preserving your legacy.

7 . Takaful Hibah Planning

We provide Sharia-compliant Takaful Hibah planning services, aligning with Islamic principles for financial protection and peace of mind. With our Sharia-compliant solutions, you can enjoy the benefits of financial security.

8 . Medical Protection

Find the right medical protection for your family with our comprehensive health insurance products, facing future inflation and high medical cost expenses. We understand that healthcare costs can be a significant financial burden, which is why we offer a range of medical protection plans to suit your needs and budget. Whether you’re looking for basic coverage for minor illnesses or comprehensive insurance for major medical expenses and emergencies, we’ll help you find the right plan to ensure that you and your family are well-protected against the high cost of healthcare.

Changing Your Lives, Changing Your Futures

At W Advisory, we offer tailored financial solutions and services to empower you in achieving your goals. From risk management products to wills and trust planning, we are committed to providing comprehensive assistance.

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