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Financial Advisory

BSS Success Solution Sdn. Bhd. has gone thru many changes where the original company was incorporated on 15th April 2008,  a company set-up specifically to provide Financial advisory and consultancy services to clients. The company already have four branches in Malaysia namely, Penang, Sungai Petani, Kuala Lumpur,  and Johor Bahru.

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Services

Review 审查 Step 1 Our Certified Financial Advisory will review clients current financial situations. 专业的理财顾问帮顾客审查,目前的经济状况。 Gather Information  咨询 Step 2 To obtain the best result, our Financial Planner will gather more specific goal and values, as well as clients’ objective. 财务规划师会质询顾客的目标和价值,以便了达到最佳的效果, Analysis 分析 Step 3 Evaluate the data collected, to offer comprehensive and unparalleled financial

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Review 审核

Expert Guidance Our Financial Advisory will review clients’ current financial situations. 专业的理财顾问帮顾客审核,目前的经济状况。 FREE Financial Report Get customer’s IC, fill up and Sign the Consent for Free CTOS report. ​ ​顾客提供IC和签署Consent, 我们将会提供免费的CTOS报告。

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Gather Information 咨询

To obtain the best result, our Financial Planner will gather specific information on goal and values, as well as client’s objective. 财务规划师会质询顾客的目标和价值,以便了达到最佳的效果, Set Up an Appointment 预约时间 Our financial planner will set up an appointment in a fact-finding interview, in order to gather specific information on client’s goals and values.  我们的财务规划师会安排与顾客面谈,以便更深入了解顾客实况,目标和价值。

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Analysis 分析

Evaluate the data collected, to offer comprehensive and unparalleled financial advice and planning specially tailored to helping clients achieve his/her financial goal. ​根据顾客目前的财务状况,拟定一份全面性与无以伦比的理财规划方案。 Financial Review Our Financial Planner will review on client’s updated CTOS report.  ​财务顾问会参考顾客更新的财政报告。  Analyze and Evaluate Analyze and evaluate client’s financial status and date collected. 根据顾客目前的财务状况,提供顾客最佳的解决方案。

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Debts Solution 债务方案

Tailoring a debts solution planning to help our client to debts free and obtain financial freedom. 帮顾客拟定个人理财管理计划,让顾客可以在最短的时间解决债务问题,迈向​经济独立。 Products List Select the most suitable services to help client to save bank interest and lower down monthly commitment. 挑选最适合的产品,帮助顾客降低每个月的负担和节省银行的利息。 Debt to Wealth  Provide solution and direction for client to pay-off debts and create wealth. 推广DTW 3579 计划,让顾客从负债到有财。

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Wealth Creation & Protection

创造财富 & 保障未来 Achieve Your Goals With years of experience, Our Certified Financial Advisory has the capabilities and expertise to create wealth planning for your future and earlier retirement life. 我们专业的理财师,会提供你有效的风险管理, 迈向经济独立有美好的未来和退休生活。 Wealth Creation ​创造财富 Safe and Secure Long term wealth creation program, to achieve your ideal retirement life. ​​安全和可靠的长期储蓄计划,让你达成你理想的退休生活。 Protection Plan 保障未来 Give your

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Implementation

​检测执行方案 Implement Debt to Wealth program. Getting permission and having the plan implement effectively and efficiency. 帮顾客检测,以便理财规划方案有效的执行。 Promote 1126 Concept Promote <1126> Money and Financial Management.  提倡<1126> 金钱管理和理财规划. Services ​Follow up with clients on payment management to ensure our plan implement effectively.

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