- (+60) 12- 902 6164
- financial-planning@mazzomar.com
- Kuala Lumpur , Malaysia
RETIREMENT FUND | RETIREMENT DISBURSEMENT | MONTHLY PENSION | RETIREMENT STRATEGY
SAVINGS | INVESTMENT | FINANCIAL PRIORITY TRIANGLE | RISK MANAGEMENT
6 MONEY BOXES | DEBT MANAGEMENT | LOANS STRATEGY | ZAKAT | WEALTH PROTECTION
NOMINATION | WILL / WASIAT | MATRIMONIAL ASSET | HIBAH / GIFT | FARAID
Mazz Omar (Certified Islamic Financial Planner IFP)
Financial Advisor
- I started my journey as financial advisor 5 years ago with the objective of helping every individual reach their financial goals. One of the most important lessons I’ve learned over the last years is understanding the needs of clients and recognizing that everyone’s economic and life situation is unique.
- If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have. Working together, we will create a plan to meet your financial goals.
“Long term thinking and planning enhances short term decision making. Make sure you have a plan of your life in your hand, and that includes the financial plan and your mission.”
HELP
Contact Us
Call us and booked your free appointment slot!
(+60) 12- 902 6164
Kuala Lumpur, Malaysia
Book an Appointment
PERSONAL AND CORPORATE FINANCIAL PLANNING
personal financial planning
Takaful Planning
Insurance and Takaful is a product that helps you manage financial risks, whether you are a person or a company.
With adequate risk management in place, people and family members can minimize premature mortality, disability, or significant disease financial damage, so that they will not become disasters from which our families cannot recover.
For companies, insurance can be utilized to ensure financial stability when important assets or key individuals are lost.
Education Planning
Good education is your children’s most precious gift.
But the cost of raising and paying a child through school and university is steadily growing. It can range from RM50,000 to RM500,000 or higher.
The future of your child depends on what you do today, therefore meticulous planning and budgeting are crucial to making sure that your child’s future is enough saved.
Retirement Planning
It is never too early or too late to plan your retirement. The most important concerns to be addressed here are when to retire, how and what to do to keep your retirement comfortable.
We help you establish your Financial Bridge for Life, plan all your pension needs and provide you with unbiased advice on how to keep your retirement free.
Investment Planning
Whether you are a new professional or a high-net-worth CEO, you must set investment goals.
Determine whether they are short-term (less than 5 years) or long-term (greater than 5 years). More significantly, you must identify the best investing tools to achieve your investment goals.
WE recommend the best investment strategies for your portfolio, whether you want regular income or significant capital growth, medium or long term, prudent or aggressive.
Tax Planning
Tax planning is part of the financial planning in general and is an inevitable cost in our life.
All you can do is reduce that cost. It only makes sense for you to plan your tax problems to impose the lowest amount of tax.
This can be achieved through tax rebates and special discounts, as the government has indicated by introducing the annual budgets.
Estate Planning
Estate planning is a legal and practical way to structure and administer your estate by using wills, trusts or other equipment at your death. It’s not only for the rich or those on the edge of death.
When you plan property properly, you may select how to own, manage, maintain, and dispose of your assets during your lifetime.
corporate financial planning
CASH MANAGEMENT SOLUTION
Cash management includes managing operations, investments, and financing activities.
A corporation must not only generate cash but also manage its cash flow to fulfil immediate and long-term needs while pursuing greater returns through tax-efficient investment vehicles.
PRIVATE RETIREMENT SCHEME (PRS)
As the Employer, Private Retirement Scheme (PRS) Series can help you gain the following advantages over your competition:
Attract and Retain the Right Talent
Convenience with Innovative Online Service Platform
Customized PRS Payroll Solutions
Greater Tax Benefit
With PRS, your Employees can now have peace of mind knowing they can enjoy their desired retirement lifestyle with a sustainable retirement income.
Supplement Retirement Savings
Flexible
Tax Benefit
Enjoy tax relief up to RM3,000 per year for individual’s contribution to the PRS. ( Max RM 3, 000 )
ACHIEVEMENT
free 30 minute consultation session
Contact Me
Call me and booked your free appointment slot!
(+60) 12- 902 6164
Kuala Lumpur, Malaysia
Book an Appointment
Frequently asked questions
Planning for one’s finances is a holistic approach. It is common for a financial planner to ask a new client to fill out a lengthy questionnaire. The planner usually creates a detailed 5-year strategy to enhance the client’s overall financial situation. Then comes a long-term plan, with advice on how to save and invest for both retirement and a child’s college education. It is also important to preserve assets by having adequate life, health, disability, and long-term care insurance coverage. Finally, he or she may advise on estate planning.
A financial planner can connect all the financial points to give you an overall plan to fulfil your financial objectives. They should have knowledge and expertise in all sorts of financial products and financial aspects of their lives – equities, bonds, insurances, taxes and estate planning – to recommend your unique situation correctly.
Although your financial advisor can offer another advice based on your circumstances, it is a good idea to meet him once a year. You should also consider appointing before events such as marriage, the birth of a child, divorce or after a big amount of money have been inherited.
What People Say ABOUT ME
Testimonials
I Want You!
To Be Part Of My Team!
Come and Join my Awesome Team As Financial Planner where our mission to helps Malaysian to achieve their Retirement Goals!
- Unlimited Commission Income
- Quarterly Bonus
- Full Guidance and Training Programs
- FREE Overseas Holidays
- SENT US YOUR RESUME TO - financial-planning@mazzomar.com
Contact Us
Kuala Lumpur , Malaysia
(+60) 12- 902 6164
financial-planning@mazzomar.com