WHAT WE DO

What we Do Best

Mach Wealth Advisory offers financial support across three stages:

Wealth Protection

Protecting your current assets is the first stage of any financial advice

Insurance Planning

Insuring assets and valuables is commonplace but insuring yourself and your earning capacity in the case of incapacity to work is often over-looked. At Mach Wealth Advisory we help navigate through the products to find the best provider and type of cover to ensure you and your family are covered should the worst happen. We work with leading providers in the market place to deliver the best insurance products.

  • FAMILY INCOME PLAN
  • ESTATE SUCCESSION PLAN
  • EDUCATION INSURANCE PLAN
  • DISABILITY INCOME PLAN
  • DEBT/LOAN CANCELLATION PLAN
  • MEDICAL INSURANCE PLAN

Wealth Creation

Securing your future

Retirement Planning

Decisions you make today can completely change your financial future. At Mach Wealth Advisory we help you plan effectively for longer-term goals and a prosperous retirement. We offer pension creation and encourage pension contributions as well as key life-stage savings creation plans for education or property purchases. Investing in property is a longer-term commitment that can reap lasting monetary rewards, however we can often be put off by the lengthy and difficult process of arranging a mortgage. We can arrange the mortgage and resulting legal documentation for you, ensuring your dream of owning property can still be realized.

  • PENSION & SAVINGS PLAN
  • PROPERTY INVESTMENT

Wealth Preservation

Preservation for future generations

Estate Planning

We have an in-house trained legal team to coordinate these vital legal documents to ensure that your wishes are carried out as you would want them.

  • WILL WRITING
  • TRUST PLANNING

BUSINESS INSURANCE

Business Financial Planning

GUARANTOR INDEMNITY PLAN

This tool is ideal for businessmen who have entered into personal guarantee when obtaining loans from financial institutions. A Guarantor Indemnity Planning is designed to ensure that the company will still be running in the event of the death of the guarantor, which is most likely the business owner most of the time. This compensation will be utilized to offset the existing outstanding banking facilities, which in turn will not jeopardize the operation of the company.

KEYMAN COMPENSATION PLAN

It is a basic Business Financial Planning tool for company’s key-person, the need to compensate an organization key-person and family, against the loss/diagnosis of dread diseases of key-person; wealth protection of demised beloved family and living partner/existing business value. In most event, key-person contribute the life time towards the development of the business entity, from the business infant stage towards the established business empire, with this planning, during the any mishap situation of the key-person, the compensation shall be payable to the key-person or the beneficiary(ies) for the key-person for their future living.

BUSINESS SUCCESSION PLAN

This is a need solution for Partnership companies serving the purpose to void issues in the event of the loss of life or diagnosis of dread diseases of the share holder(s).  Business Value Protection Planning is designed as an Exit Plan for shareholder(s) upon those mishap to determine the smooth Legal Procedures for,

  1. Transfer of the business interest;
  2. Agreement of business value;
  3. Funding for buy-out;
  4. Events for a business owner to exit triggering the buy-out;
  5. Distribution of sales proceeds.

PROFESSIONAL VALUE PLAN

This plan is mainly catered for Professional with high value justified with his/her mind & time. The professional stream of income needed to be protected against the loss of time & mind (ability to perform the professionalism).  Professional like doctors, who is respected for their reputed professionalism and commitments to society; but the value gone at the moment they lost the ability to perform the professional or demise. Thus, this is tailored for the need of professional income replacement.

GROUP EMPLOYEE BENEFIT SCHEME

Employee benefit scheme or Corporate Insurance’ is an insurance that covers a group of people, usually who are the members of societies, employees of a common employer, or professionals in a common group. Group coverage can help reduce the problem of adverse selection by creating a pool of people eligible to purchase insurance who belongs to the group for reasons other than for the purposes of obtaining insurance. In other words, people belong to the group not because they possess some high-risk factor which makes them more apt to purchase insurance (thus increasing adverse selection); instead they are in the group for reasons unrelated to insurance, such as all working for a particular employer. The products include and not limited to:

  • Group Term Life
  • Group Hospitalization and Surgical Plan
  • Group Personal Accidents
  • Special Corporate GMBIS

GENERAL INSURANCE

  •  Car Insurance
  •  Property Insurance
  •  Fire Insurance
  •  Burglary Insurance

Wealth Management or Wealth Planning. We’re Here to Help.