Happy Life starts with A Smart Choice
At Altruist, we strive to expand our product and service platform to cater customers’ financial needs at different stages of life, giving customers a wide array of product range to choose from. Riding on our professional knowledge and ethical business conduct, we can bring customers hassle-free financial solutions.
- One-stop shop>>
- Different brands for one single product type
- Risk diversification from the combined solution
- Wise Selection>>
- Choices across different brands for one single financial solution
- Understand customers’ needs and then compare prices, benefits coverage, risk and return, terms and conditions.
Financial Planning Process
Step 1: Establish customers relationship by building mutual trust basis
- Identify customers’ financial objectives, time to achieve the objective, risk tolerance level
- Identify customers’ value of money
Step 2: Analyze and evaluate financial condition
- Evaluate customers’ financial status and followed by detailed analysis from all company experts
Step 3: Tailor-made solution by focusing on needs and objectives
- Tailor-made the most suitable financial solution by utilizing the comprehensive range of product platform
Step 4: Reinforce long term customer relationship – annual regular review of status and assess efficiency of the solution
- Regular review of the current policy/financial solution
- Follow up closely on all changes in the health condition, financial, family or occupation status
Step 5: Motivate customers to execute financial plans
- Jointly establish short/medium/long term financial objectives with customers
- Keep an eye on the progress of the execution plan
FREE Financial Check-up Report
It’s not easy for you to review the consolidated benefits from all policies you have on hand. At Altruist, we can help you to analyze all current benefit coverage and investment portfolio and give you a detailed report and professional recommendations. Press here to contact our Financial Consultant.