
MyClient Planning Solutions Sdn Bhd
We are professional Wealth Planners involved in corporate and personal risk management, Family Takaful, Unit Trust, Private Retirement Schemes, Estate Planning and Home loans. Since our inception more than 20 years ago, we have helped many of our satisfied clients achieved their financial objectives. At MyClient Planning Solutions we don't just listen, we put our solutions and ideas into actions and help clients to implement them.
CORE BUSINESS
1st
Life Insurance
& Family Takaful
2nd
All kinds of General Insurance
3rd
Group Medical Schemes
4th
Unit Trust Investments
5th
Private Retirement Schemes (PRS)
OUR MISSION
• To provide good and sound financial planning to clients and their families
• To establish harmonious partnership with clients and business partners
• To provide a conducive working environment for Life Planners to grow their business
• To maintain the highest professionalism and code of ethics.
• To achieve consistent and sustainable business growth
OUR VISION
• To be a preferred choice for our business partners and clients in financial services
• To ensure our Life Planners continues to enjoy a 6-digit annual income