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.

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.

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