Be The Preferred Choice.
ABOUT US
The founder of Smart Freesia Consultancy has been in Financial Planning industry for more than 15 years. We have helped more than 14,000 clients to achieve their financial goals such as reducing their housing loan monthly commitment, strengthen their cash flow and increase their case on hand. We always emphasize on educating our clients instead of selling. We provide clients with a clear picture and advise them on what they should be aware of in their loan package.
VISION
To be the preferred career choice in financial industry
MISSION
To empower Smart Freesia Members financially and cultivate leadership skills
CORE VALUES
P.E.A.C.E
Passion, Execution, Authentic, Care, Execution
SERVICES
Risk Management
We review customer's financial needs from all aspects before attempting to recommend any specific course of action.
We conduct Needs Analysis and Human Life Value (HLV) Approach to access customer's and their dependents' needs in the event of unfortunate mishaps such as critical illness, disability or death.
Private Retirement Scheme
Mortgage Loan Service
PRS is a voluntary long-term savings and investment scheme designed to help enhance retirement savings.
It offers various choices of funds which customer may choose to invest in based on their own retirement needs, goals and risk appetite.
PRS account holders can also enjoy personal tax relief up to RM 3,000 per year.
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Loan packages analysis and comparison
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Loan consolidation proposal to reduce monthly commitment
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Mortgage Loan Report Card to access current interest rate and additional interest charged
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Cashout proposal for education, renovation, business purpose, etc.
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Access and improve customer's credit scoring
Mortgage Loan Insurance
We provide loan protection solutions to safeguard the property in the event of disability or death.
Business Agreement
A precise and comprehensive business agreement is able to protect business owner's interest at all times.
It also helps business owners avoid having to lose a huge sum of money when faced with business legal issues.
Business owners will also be able to expand their business with a peace of mind.
TEAM
OUR TEAM
We currently have 5 Unit Managers with total manpower of 35 people.
All of our members are degree holders from diverse professional backgrounds such as law, engineering, accounting, science and so on.
We are all bound by the same passion for financial planning and promise to provide the best services to our clients.
ACHIEVEMENT
Resulting from our passion for financial planning, we are rewarded the Risk Management Champion of Southern Region and
Nationwide Mortgage Loan Champion for 5 years consecutively.
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CONTACT
