OUR BUSINESS

Where Business Challenges Meet Tailored Solutions

CORPORATE ADVISORY

Corporate Private Retirement Scheme (CPRS) CC Advisory provides tax free solution on your company cash surplus through making comparison of the best money market funds available in the market.   Why CMS?
  • Return of CMS is tax exempted.
  • Higher return than fixed deposits.
  • Flexible in terms of withdrawal.
  • No maturity period.
Corporate Private Retirement Scheme (CPRS)
  • Tax savings for corporate
  • Additional retirement fund for directors and employees
Business Risk Insurance (3R Strategy)
  • Review, Revise and Restructure
  • Improve company assets preservation
  • Achieve 10% to 20% cost savings on premium

FEE-BASED FINANCIAL PLANNING

Wealth Creation

  • Investment Planning (IP)
  • Real Estate Investment Advisory (REIA)

Wealth Preservation

  • Asset Management & Cash Flow Optimization (AMCO)
  • Retirement Life Goals Advisory (RGOAL)
  • Tax Planning Advisory (TAXA)

Wealth Distribution

  • Estate Planning Advisory (ESPA)

Wealth Protection

  • Wealth Protection Plan (WPP)

FAMILY OFFICE

We are here to provide a holistic solution that is tailor-made to a family’s business, wealth, personal and corporate needs.   Overview of Family Office
  • Family Financial Statements
  • Assets Performance Analysis Reports
  • Retirement, Children Education Planning
  • Efficient Family Governance
  • Estate and Trust Planning
  • Risk Management
  • Business Succession Planning
  • Labuan Foundation and Trusts
  • Tax Planning
  • Legal Advisory
  • Philanthropy Advisory
  • Lifestyle & Concierge Services