Creative Wealth 360

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Creative Wealth 360 Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Creative Wealth 360, Financial planner, Petaling Jaya, Petaling Jaya.

Services include:-
* Insurance policies review
* Investment portfolio analysis
* Investment planning
* Child education funding
* Estate planning / will writing
* Retirement planning

Creative Wealth Enterprise
201503207871 (002458008-X) οΏ½ Financial services

οΏ½ Investment portfolio analysis
οΏ½ Investment planning
οΏ½ Child education funding
οΏ½ Estate planning / will writing
οΏ½ Retirement planning
οΏ½ Monthly income payout
οΏ½ Financial planning talk
οΏ½ Career opportunities as financial planners


οΏ½ Insurance policies review

οΏ½ Life insurance
οΏ½ Personal accident
οΏ½ Total permanent disability
οΏ½ Critical illness
οΏ½ Medical card

οΏ½ General insurance consultation

- Individual -

οΏ½ Motor insurance
οΏ½ Travel insurance
οΏ½ House insurance
οΏ½ Snatch theft insurance
οΏ½ Personal accident
οΏ½ Medical card
οΏ½ Critical illness
οΏ½ Student insurance

- Commercial -

οΏ½ Business travel insurance
οΏ½ Group employee medical program
οΏ½ Fire insurance
οΏ½ Directors and officers liability insurance
οΏ½ Group personal accident
οΏ½ Student group personal accident (kindergarten, school, colleges, universities)
οΏ½ Product liability
οΏ½ Public liability
οΏ½ Inland marine liability
οΏ½ Professional liability/errors and omissions insurance
οΏ½ Contractors All Risks & Workmen Compensation

Investment includes:-

* Investment linked plans
* Unit Trusts
* Private Retirement Scheme

Selamat Hari Raya Aidilfitri, Maaf Zahir & Batin kepada semua! πŸ•ŒHati-hati dijalan raya! πŸš—
31/03/2025

Selamat Hari Raya Aidilfitri, Maaf Zahir & Batin kepada semua! πŸ•Œ

Hati-hati dijalan raya! πŸš—

Wanna start an investment account?Do some homework first.Do some research on the company, do some research on me, or who...
21/03/2025

Wanna start an investment account?

Do some homework first.

Do some research on the company, do some research on me, or whoever you wanna invest with.

Don't be blinded with the promises of high returns.

DM me AFTER you have done your homework 😊

Li Chun.... An auspicious day to deposit money so you can have a smooth financial year.Use Public Mutual Online to save ...
04/02/2025

Li Chun.... An auspicious day to deposit money so you can have a smooth financial year.

Use Public Mutual Online to save the hassle of going to bank!

Less than 3 months to maximize your tax reliefs!
10/10/2024

Less than 3 months to maximize your tax reliefs!

Everyone thinks they have enough, but unfortunately I have to say, life inevitably throw you a curveball that cost you l...
07/10/2024

Everyone thinks they have enough, but unfortunately I have to say, life inevitably throw you a curveball that cost you lots of money whether directly or indirectly. Hence it's always good to plan to have more so you don't outlive your money.

Success is waiting for you! πŸš€ As a Unit Trust Consultant, you’ll have the freedom to grow, earn, and lead on your terms....
12/09/2024

Success is waiting for you! πŸš€ As a Unit Trust Consultant, you’ll have the freedom to grow, earn, and lead on your terms.

Join us today!

Tired of the ordinary? Step into your greatness and live a life fueled by passion. Join us as a Unit Trust Consultant an...
06/09/2024

Tired of the ordinary? Step into your greatness and live a life fueled by passion.
Join us as a Unit Trust Consultant and make a difference.

Is financial stress taking a toll on your family? πŸ’” I've been there, and I know it can be overwhelming. Let's work toget...
05/09/2024

Is financial stress taking a toll on your family? πŸ’” I've been there, and I know it can be overwhelming.

Let's work together to create a brighter future for you and your loved ones.
DM me for a free consultation and discover how to achieve financial stability and peace of mind.




Don't just focus on distributions! πŸ’° While regular payouts are nice, they're not the only thing that matters. A fund's o...
04/09/2024

Don't just focus on distributions! πŸ’° While regular payouts are nice, they're not the only thing that matters. A fund's overall performance, including both capital gains and distributions, gives you a better picture.

High returns can come in many forms. Some funds might not pay out as often, but they could be growing your money significantly.

It's all about strategy. Different funds have different approaches. Some focus on growth, others on income. Choose the one that fits your goals.

Before investing, ask yourself:

πŸ˜‡ Does this fund match my financial goals?
πŸ˜‡ Can I handle the risk?
πŸ˜‡ How has it performed in different market conditions?

Remember: Don't just look at distributions. Consider the whole picture to make smart investment choices.

Do we spend more money on weekdays, weekends or public holidays?
04/07/2024

Do we spend more money on weekdays, weekends or public holidays?

Address

Petaling Jaya
Petaling Jaya
47400

Opening Hours

Monday 09:00 - 19:00
Tuesday 09:00 - 19:00
Wednesday 09:00 - 19:00
Thursday 09:00 - 19:00
Friday 09:00 - 19:00
Saturday 09:00 - 19:00

Website

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