• Staying on track of tomorrow

    starts with the right advice today

Consulting for personal, small and medium sized business –
professional, fast, free

Financial Planning

It is a step towards your dreams. You might have thought of a foreign trip, an independent house or living a dream with your family. May the dreams never go away due to responsibilities ! Financial planning supports your dreams while taking care of your responsibilities.

Risk Management

Risk is the main cause of uncertainty in both personal life and business. There might be unavoidable and unexpected times ahead which may become hurdles before your goals. Prevention is better than cure and when it’s about money, getting ready is better than regretting.

Wealth Preservation

Consider your values, your dreams and goals for your family’s future, and the causes and concerns that generate passion for you: “It’s not just about growing the money. It’s about how you want to use the money beyond just your family and how you want your family to understand you.”

4 Easy steps to financial success –
The process is quite simple

1.) We talk about your goals and dreams

Identifying goals and creating a realistic plan for them allows you to track progress and can motivate you to keep going. Even if you fall short, you might develop some healthy money habits along the way.

2.) I crunch the numbers

Reviewing your current and future potential earning power, any activities related to cash in flow and it’s stability to continuously providing money to you and your family. We do financial risk profiling.

3.) You get a list of improvements

Based on your current financial position status, I design scenarios, strategies, and step by step action plan that would fit to your specific financial goals in any stage of your life.

4.) We let the journey begin

After create your financial plan, you need to executing it. Your personal financial plan should be adaptable to market and lifestyle changes. In order to properly execute your plan, it will require attention and maintenance on an ongoing basis.

A little bit about me
and my previous work

Education

  • Economic, accountant Trisakti University
  • Financial Reenginering, Amstad
  • PPM Institute of Management
  • Management Development International
  • Ernst & Young

Professional Experience

  • AKR Corporindo, Tbk
  • pt. dosni roha
  • Mayapada group of companies
  • American Standard Companies Inc.
  • Indofood group

Get in touch

Preserve what you have grown. Don’t get caught unprepared. Let our financial advisors create a wealth preservation plan just for you.

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