Career Level Entry-level
Qualifications Bachelor Degree
MyWishes2u.com or My Wishes Integrated Services (SSM No. 001953251-U) is a specialist in Will Writing, Trust Creation, Wealth Protection and Legacy Planning for individuals and corporate customers.
The agency was established in 2008 to serve primarily individuals and small business customers around Kuala Lumpur, Selangor and Negeri Sembilan. The agency has more than 20 years of experience in these areas of financial planning, estate planning and wealth protection in the financial services industry.
We partner with established insurance companies, financial institutions and wills & trustee companies to offer our customers the most trusted & professional services to fulfill their wills and wishes.
We established our own training academy with a mission to recruit and develop the young talents who are energetic, enthusiastic and “hungry-for-success” to join our growing community of financial advisors, estate planners and insurance agents.
The agency is also very active in corporate social responsibilities (CSR) and to contribute back to the larger community in Malaysia, in particular to the schools and social welfare organizations.
You Will Learn, You will Non-Stop Learning & Growing
1) The Basic of Financial Planning
2) Income Protection Planning
3) Medical / Healthcare Planning
4) Debt Cancellation Planning
5) Saving & investment Planning
6) Children’s Education Planning
7) Retirement Income Planning
8) Estate Planning with Will & Trust
9) Amazing Sales Cycle & Presentation
10) Recruitment For Future Success
11) Empowering Property Investment Strategies
12) Mutual Fund Investment / Mortgage Loan
13) Business Succession
14) Key-man Insurance
15) Buy-Sell Agreement
16) Liability Cancellation Planning