In our experience handling high net worth and middle class clients’ wealth, we have consistently helped grow and increase their net worth by 60 to 180%. To illustrate our promise, please refer to the case study below:
John’s Financial Background
Without Holistic Wealth Management
The following net worth projection chart shows that John’s net worth at age 60 is RM2.22M (if he continues to manage his personal finance as it is)
With Holistic Wealth Management
To help John increase his net worth, we have identified and streamlined the following money optimisation actions:
By following the above actions, the adjusted net worth projection chart above shows that John’s net worth is RM5.49M at age 60.
John’s net worth had increased by RM3.27M (a 147% increase from the original RM2.22M net worth before taking any actions).
As you can also see, none of these actions requires John to make any major changes or to take big risks in his life.
For more information, talk to our advisor without obligation.