Lion Wealth Advisors Sdn Bhd
76, 1st Floor, Bishop Street
10200 Penang
| Email: | kpthum@financialfreedom.com.my |
| Voice: | +60-4-2505011, +60-4-2633466, 012-408 6661 |
| Website: | www.lta.com.my |
Credentials : B.Eng (UK), CFP CERT TM
Mr. K P Thum is the founder of Lion Wealth Advisors Sdn Bhd (LWA). He is a CERTIFIED FINANCIAL PLANNER CM professional and one of the pioneers in financial planning service industry in Malaysia and currently a CFA candidate.
Re-Engineering Your Wealth
Under his leadership, LWA has become one of the leading wealth management consulting organizations in the Northern Region with a high aim to provide customers the best wealth management solutions. We have developed our own “Re-Engineering Your Wealth” system for providing tailor-made consultation for our customers through a “Wealth Positioning Checklist”. In LWA, “Re-Engineering your wealth” is a complete paradigm shift in wealth management by adopting the fundamental rethinking and radical redesign of your wealth management system to achieve dramatic improvements in your wealth and Make Wealth Meaningful! The “Wealth Positioning Checklist” will help our clients to identify their wealth priority. Therefore, we are always emphasizing the “4W” elements during the “Re-Engineering your wealth” system. 4W are involving:
- Wealth Accumulation (WA) with the obligation to make your wealth growth.
- Wealth Conservation (WC) with the obligation to conserve your wealth and cash-flow management.
- Wealth Distribution (WD) with the obligation to distribute your wealth quicker and equitable.
- Wealth Protection (WP) with the obligation to protect your wealth sufficiently.
Each W has its own characteristic and obligation to “Make Wealth Meaningful”. In LWA, we are always ensuring our customers have equipped the comprehensive “Re-engineering Your Wealth” planning with the consideration of each W. The wealth management consultation in LWA is either a fee-only or a fee-and-products basis. LWA has incorporated with more than 10 prestigious financial services providers in Malaysia and also with some professional profession such as lawyers and accountants. All of our advisors and executives on board possessing professional qualification and capable with wealth management consultation skills. Extensive trainings are compulsory for the new people who are intend to develop their career with us.
For further information, please study our website or contact us directly at http://www.lta.com.my
Expertise
- Wealth Accumulation (WA)
- Wealth Conservation (WC)
- Wealth Distribution (WD)
- Wealth Protection (WP)
