Infinite Possibilities
Infinite Possibilities
Services
MY Wealth's Positioning
At MY Wealth Management, we specialized in Wealth Creation | Protection | Distribution.
We focus on analyzing credit profiles carefully and executing practical financial solutions to help clients to achieve homeownership goals in a professional and timely manner.
01
Wealth Creation
We totally understand the excitement of getting your dream properties. Let our team of elite mortgage brokers assist you from answering your first question to the very end of your application process with our Mortgage & SME 4S Loan System
Apart from that, we understand that every SME is unique. We offer a range of loan options tailored to suit the specific needs of SMEs. Our dedicated team will work closely with you to understand your business requirements and tailor a loan solution that best fits your needs.
Financial Products:
Mortgage Loan, Refinancing, SME Loan, Debts Consolidation, Legal Services, End Financing (EF)
Mortgage | SME 4S Loan System
To assist loan borrowers to check their credit profiles.
To obtain financial screening on a loan borrower’s income profile in order to get the maximum loan gearing.
To offer tailored solutions by submitting a customer’s loan application to the most suitable bank with the best banking facilities among various banks
To assist customers in checking up-to-date property market valuation before loan application and after-sales services such as signing offer letters from bank and account opening.
01
Wealth Creation
We totally understand the excitement of getting your dream properties. Let our team of elite mortgage brokers assist you from answering your first question to the very end of your application process with our Mortgage & SME 4S Loan System
Apart from that, we understand that every SME is unique. We offer a range of loan options tailored to suit the specific needs of SMEs. Our dedicated team will work closely with you to understand your business requirements and tailor a loan solution that best fits your needs.
Financial Products:
Mortgage Loan, Refinancing, SME Loan, Debts Consolidation, Legal Services, End Financing (EF)
Mortgage | SME 4S Loan System
To assist loan borrowers to check their credit profiles.
To obtain financial screening on a loan borrower’s income profile in order to get the maximum loan gearing.
To offer tailored solutions by submitting a customer’s loan application to the most suitable bank with the best banking facilities among various banks
To assist customers in checking up-to-date property market valuation before loan application and after-sales services such as signing offer letters from bank and account opening.
02
Wealth Protection
To own your dream properties with peace of mind, we should mitigate risk with carefully crafted financial tool – Mortgage Insurance | Debt Cancellation
Financial Products :
MLTA, Income Protection, Debt Cancellation, Medical & Healthcare Planning, Education & Retirement Planning, Family Security Planning, Legacy Planning
Mortgage Insurance | Debt Cancellation
We assist customers by getting the most practical and affordable mortgage insurance to cover their financial liability.
We provide services on insurance claims and bank loan settlements if any uncertainties happen.
02
Wealth Protection
To own your dream properties with peace of mind, we should mitigate risk with carefully crafted financial tool – Mortgage Insurance | Debt Cancellation
Financial Products :
MLTA, Income Protection, Debt Cancellation, Medical & Healthcare Planning, Education & Retirement Planning, Family Security Planning, Legacy Planning
Mortgage Insurance | Debt Cancellation
We assist customers by getting the most practical and affordable mortgage insurance to cover their financial liability.
We provide services on insurance claims and bank loan settlements if any uncertainties happen.
03
Wealth Distribution
Our partnership solicitors will assist you from the preparation of documentation to handover of the agreement and also to prepare people to bequeath the assets to their loved ones
Financial Products :
Will & Estate Planning, Personal & Business Trust, Buy-Sell Agreement & Legal Services
Legal Services
Develop a solid estate plan to ensure the orderly transfer of wealth to heirs. This may involve the creation of trusts, wills, and powers of attorney. Regularly review and update the estate plan as circumstances and regulations evolve.
A personal trust is a legal arrangement that allows you to transfer assets to designated beneficiaries while providing control over the distribution and management of those assets, ensuring that your wishes are carried out, and your loved ones are provided for according to your instructions.
A business trust is a legal entity that holds assets on behalf of a business and its stakeholders, providing protection, continuity, and tax advantages, ensuring the efficient management and distribution of assets for the benefit of the business and its beneficiaries.
A buy-sell agreement is a legally binding contract between business partners or co-owners that outlines what happens if one partner passes away, becomes disabled, or wants to leave the business. It ensures a smooth transition of ownership and protects the interests of all parties involved by specifying the terms and conditions under which the business interests can be bought or sold, thereby providing clarity, continuity, and stability for the business.
A Sales and Purchase Agreement is a legally binding contract that outlines the terms and conditions of a sales of any movable or immovable.
Transfer of Property involves circumstances where an owner wishes to transfer his property to his loved ones without involving a sale, an example is by gift to a spouse, parents, or children, where they will enjoy stamp duty benefits.
This document is required in cases where an individual or Strata Title has not been previously issued for a property before a sale.
Discharge of Charge (DOC) is a process to redeem the Original Title from the Bank upon settlement of the Borrower’s loan with the financier.
DRR is to be treated as the same process as DOC except that this will not include the redemption of Original Title from the Bank.
Tenancy agreement is for rental of a property for three (3) years or less whereas a lease is for rental of a property for a period of more than three (3) years.
03
Wealth Distribution
Our partnership solicitors will assist you from the preparation of documentation to handover of the agreement and also to prepare people to bequeath the assets to their loved ones
Financial Products :
Will & Estate Planning, Personal & Business Trust, Buy-Sell Agreement & Legal Services
Legal Services
Develop a solid estate plan to ensure the orderly transfer of wealth to heirs. This may involve the creation of trusts, wills, and powers of attorney. Regularly review and update the estate plan as circumstances and regulations evolve.
A personal trust is a legal arrangement that allows you to transfer assets to designated beneficiaries while providing control over the distribution and management of those assets, ensuring that your wishes are carried out, and your loved ones are provided for according to your instructions.
A business trust is a legal entity that holds assets on behalf of a business and its stakeholders, providing protection, continuity, and tax advantages, ensuring the efficient management and distribution of assets for the benefit of the business and its beneficiaries.
A buy-sell agreement is a legally binding contract between business partners or co-owners that outlines what happens if one partner passes away, becomes disabled, or wants to leave the business. It ensures a smooth transition of ownership and protects the interests of all parties involved by specifying the terms and conditions under which the business interests can be bought or sold, thereby providing clarity, continuity, and stability for the business.
A Sales and Purchase Agreement is a legally binding contract that outlines the terms and conditions of a sales of any movable or immovable.
Transfer of Property involves circumstances where an owner wishes to transfer his property to his loved ones without involving a sale, an example is by gift to a spouse, parents, or children, where they will enjoy stamp duty benefits.
This document is required in cases where an individual or Strata Title has not been previously issued for a property before a sale.
Discharge of Charge (DOC) is a process to redeem the Original Title from the Bank upon settlement of the Borrower’s loan with the financier.
DRR is to be treated as the same process as DOC except that this will not include the redemption of Original Title from the Bank.
Tenancy agreement is for rental of a property for three (3) years or less whereas a lease is for rental of a property for a period of more than three (3) years.
Reach Out To Us
Would you like to inquire further or explore how our services can benefit you?
Feel free to contact us by clicking the button below.
01
Creation
- Mortgage Loan
- Refinancing
- SME Loan
- Debts Consolidation
- Legal Services
- End Financing (EF)
02
Protection
- MLTA
- Income Protection
- Debt Cancellation
- Medical & Healthcare
- Education & Retirement
- Family Security
- Legacy Planning
03
Distribution
- Will & Estate
- Personal & Business Trust
- Buy-Sell Agreement & Legal
01
Wealth Creation
We totally understand the excitement of getting your dream properties. Let our team of elite mortgage brokers assist you from answering your first question to the very end of your application process with our 4S Route, guiding you via System, Screening, Submission and Services
- Mortgage Loan
- Refinancing
- SME Loan
- Debts Consolidation
- Legal Services
- End Financing (EF)
02
Wealth Protection
To own your dream properties with peace of mind, we should mitigate risk with carefully crafted financial tool – Mortgage Insurance, the type of insurance that is practical and affordable to aid your times of uncertainty from insurance claims to bank loan settlements
- MLTA
- Income Protection
- Debt Cancellation
- Medical & Healthcare
- Education & Retirement
- Family Security
- Legacy Planning
03
Wealth Distribution
We totally understand the excitement of getting your dream properties. Let our team of elite mortgage brokers assist you from answering your first question to the very end of your application process with our 4S Route, guiding you via System, Screening, Submission and Services
- Will & Estate
- Personal & Business Trust
- Buy-Sell Agreement & Legal