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Insurance costs are ripping you off, here's why...

We are sold by insurance agents policies which are not designed to suit our needs.

Sometimes the we OVERBOUGHT coverage

and

don’t even cover what we SHOULD cover.

Your 3 Benefits of Financial Basics Review

Reducing Costs

Reduce your insurance costs by identifying potential leakages in insurance planning. You can save costs by providing sufficient coverage for priority items and reduce redundant coverage.

Optimizing Assets

Maximizing your assets by identifying opportunities in insurance planning to assist us before and after our demise. You would have a designed plan which 

Sufficient Liquid Cash

Getting an all-in-one plan that able to provide adequate liquid cash to you and family in any contingencies. So you would be worry-free for any situation might happen.

Financial Basics Review Components

Risk

Key Financial Risk Ratios

Evaluation of your current Key Financial Risk Ratios with information of your current Insurance Coverages, Cash Flow and Insurance Needs. Optimize your cash to only buy what you need and not more.

Plan

Actionable Plan

The review would provide you with an actionable plan on practical ways to optimize costs and maximize assets to meet the recommended financial goals. It also designed to give recommendation on financial contingencies.

Goal

Contingencies Planning

To have your financial goals designed to be sufficient and available for you and your family whenever contingencies do happen. This review would provide the estate planning recommendation process.

About
Prisma Wealth

At Prisma Wealth, our simple and unique methodology is what sets us apart from other financial planners, advisors or agents. We believe your financial roadmap must not only consider your current financial situation and long-term goals but also the unique circumstances in our everyday living.

What our happy customers are saying...

5/5
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Adam Sendler
Designer
5/5
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Mila Kunis
Manager
5/5
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Mike Stuart
Support

The Simple Process

Start Simple

Step 1
Fill Form

You would complete a webform which contains some basic information in regards to your financial status.

Step 2
Review

Your information would be processed and submitted to our Licensed Financial Planners for review and recommendation.

Step 3
Consultation

We would arrange a slot of 60 minutes appointment with you and our Licensed Financial Planners for the consultation process.

End Simple

60 Minutes and RM199 to optimize your cash!

Be one of our many happy customers that are enjoying the savings from our Financial Basics Review.
If you don't get clearer picture of your financial situation, its Money Back Guarantee!

Use promo code: FBRMAY21 for 60% OFF till 31st May 2021
60% OFF

FAQ

Most frequent questions and answers

Just proceed to purchase the FBR (Financial Basics Review) and you would be provided with a link to fill in all necessary information. Upon submission, our Licenced Financial Planners would then review it. An online meeting would then be scheduled for the consultation. 

You can use Stripe, PayPal or any major credit card to purchase our Financial Basics Review.

Our Financial Basics Review had been beneficial for many of our customers. However, if you are not clearer in your financial situation after our consultation, you can decide to choose to refund on your purchase.