What We Offer

PERSONAL FINANCIAL PLANNING

Often time, in meeting our financial goals; that hefty wedding budget, our first child’s daycare fees and the likes, we become too invested in the process we throw caution to the wind. One unforeseen circumstance is all it takes to hijack our efforts and wipe away our precious savings.

Now dealing with unexpected events or risks, is our expertise here at Bon Associates. We offer a range of financial plans; medical insurance, mortgage insurance, debt cancellation, retirement planning, education planning, estate planning, life insurance, business insurance, keyman insurance, mortgage loan to keep you insulated from risks as you go about with life.

Take charge of your future. Ask us on how to get started with the protection of you and your family.

PRIVATE TRUST

A private trust is designed for private individuals. Unlike a will, a private trust is more concerned on the preservation of assets and wealth; how the assets and wealth can be protected for the benefits of intended beneficiaries. For example, as the key provider of the family, leaving the assets you have accumulated all at once to a wife who is not financially savvy might result in a catastrophic mismanagement.

By setting up a private trust, you as the Settlor can impose a certain conditions as to how you want your assets and wealth distributed by a Trustee (an individual or a corporation) to designated individuals i.e the Beneficiaries. The conditions can be as specific as only paying out to your wife when your children enter college. Or maybe you want to will away your assets by portions to cover your children’s educational fees and maintain the monthly lifestyle of your family.

Unlike a will, your private trust can pay out to your beneficiaries immediately without probate.

Some benefits of setting up a private trust include;

  • Ensuring assets and monies are properly invested through conditions decided by the Settler (owner)
  • Assets are preserved for the future generations
  • Trust Fund monies are given to spouse and surviving family members
Interested to explore more on Private trust? Our team is only a call away or you can drop your enquiries at the email below.
Get In Touch

LOOKING FOR A
RELIABLE & DEDICATED advisor?

We are here to help you 7 days a week and respond within 24 hours. 

Bon ASSOCIATES

Suite 163-2-9, Wisma Mah Sing,
Jalan Sungai Besi, 57100 Kuala Lumpur.

+603 9222 6993
 wecare@bon-associates.com

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