Manage your own finances with
Complete Solutions
Financial Solutions
tailor-designed for all your needs
Financial Services
We have various of financial needs such as: insurance, investment, savings, child education, retirement, estate, tax planning and more.
Nowadays, more people realizing the importance of comprehensive solutions for their finances and it's always easier to have professional consultants helping them to establish goals, gather information, analyze financial position, develop financial plans, guidance in implementation, and review periodically.
That's why at Simple Finance, we offers our services as one-stop financial center. We are trained professional in providing comprehensive financial solutions such as life insurance, medical insurance, motor insurance, fire insurance, unit trust, PRS, will/wasiat writing, mortgage loan/property refinance, and tax planning.
Tailor-designed financial plan
1
Optimize insurance coverage at reasonable price;
We have our own unique needs especially on life, medical, motor insurance and more.
If you have existing insurance policies, we can evaluate the coverage details and expand it with the same premium level.
2
Investment advise for different life stages;
Create a savings fund for: retirement, child education and more.
If you wished to invest and build up your wealth, we can provide you some good advises and helps you to execute and monitor.
3
Design comprehensive financial plan for you;
Other than insurance and investment needs, we covered other fields: estate planning, taxes, mortgage loan and more.
If you seek for comprehensive solutions for your financial, we can design a plan according to your budget and needs.
Our Services
Click on below gallery images for more info of our services.
Contact Us
Our Address:
Suite 3, Level 21, Tower A,
Plaza 33, No. 1, Jalan Kemajuan,
Seksyen 13,
46200 Petaling Jaya,
Selangor Darul Ehsan, Malaysia.
Email: simplefinancemalaysia@gmail.com
Tel: +6016-959 5456
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