Did you know wealth management? What does it consist of?

  • รู้หรือไม่ การบริหารจัดการความมั่งคั่ง

Did you know wealth management? What does it consist of?

1. Wealth Creation consists of
    – Income-Expense Management
    – Emergency Reserve
    – Savings
 
2. Wealth Protection consists of
    2.1 Family Income Protection is to protect family income.
    2.2 Long Term Health Care is coverage for health, accidents and critical illnesses.
    2.3 Retirement Planning is retirement planning.
    2.4 Education Planning is to plan education funds.
 
3. Wealth Accumulation consists of
    3.1 Tax Planning is tax management planning.
    3.2 Life Style Investment Planning is investment planning.
 
4. Wealth Distribution) consists of
    Estate Planning is planning an inheritance.
 
Follow us at
E-mail: moneyandwealthplus@gmail.com
Tel: 063-282-3651