Our mission is to foster the attainment of your financial freedom by adopting an integrated approach to your financial affairs. We act as a catalyst to the formulation of your personal goals. We advise on how these can be prioritized and achieved in a coordinated manner within the desired time frame. Our services take into account the many aspects of wealth planning.
Azzarion Advisory helps you to establish strategies in Accumulation Protection, Preservation and Distribution of your wealth.
Personal Financial Planning Services
Below is the scope of services offered by Azzarion Advisory in conjunction with associated companies:
1. Estate Planning
- Structuring your estate to minimize estate settlement delays and costs
- Ensuring sufficient liquidity for family needs and payments of debts and estate duties
- Planning your estate and developing a properly-structured Will or Trust to efficiently distribute your assets
- Private Trust planning to preserve and better manages financial security for minors, parents, incapacitated children and charitable purpose
- Avoiding contention in the devolution of your business interest with adequate financial and succession planning
2. Debt Management
- Assessing your risk capacity for borrowings vis-à-vis cash flow
- Advice on reduction or restructuring of debts to minimize interest cost
- Optimizing debt-leveraged risk/return
3. Personal Risk Management
- Assessing your risk management plan
- Protecting your personal assets from business-related activities including claims by creditors and the calling in of financial guarantees
- Containing the financial impact arising from the loss of business partners or key employees