From safeguarding your family to preserving your legacy, we’re here to help you plan today for a stronger tomorrow.
At CSK Advisory, we believe financial planning is more than numbers, it's about people. Let us guide you through tailored solutions to secure your future.
Grow your wealth with strategies that align with your values. Together, we build a sustainable financial future.
Comprehensive solutions covering every stage, from income protection to retirement.
Supported by leading insurance and financial institutions, ensuring reliability, security and trust.
We prioritize your goals, offering customized solutions to meet your unique financial needs.
Professionals dedicated to your financial security, offering personalized guidance.
We have more than years of experience
At CSK Advisory, we are committed to providing holistic insurance and estate planning solutions as well as financial advice tailored to meet the unique needs of our clients. Our approach begins with a thorough analysis of your financial health, followed by the implementation of strategic planning across key areas to ensure long-term financial security and efficiency. Whether you’re looking to protect your family or your assets, plan for the future, or optimize your current financial situation, our team of experts is here to guide you every step of the way.
With planning, we can decide to pass on the RIGHT VALUE of our wealth to the RIGHT PEOPLE, at the RIGHT TIME and for the RIGHT PURPOSE.
Our Financial Solutions
Focus on managing medical costs, including premium control and policy sustainability.
Analyzes existing medical plans and offers improvement solutions.
Covers income loss due to illness, accident, or long-term care.
Includes existing income analysis and future income replacement strategies.
Provides family emergency funds, loan cancellation, will & trust planning, and legacy fund analysis to protect future generations.
Evaluates retirement income needs and existing retirement funds.
Provides tailored solutions to ensure financial security post-retirement.
Plans for tertiary education expenses.
Assesses current education funds and offers solutions for improvement.
Offers personal accident, car, property, business, employee, and travel insurance plans.
Evaluates existing mortgage or hire-purchase loans.
Provides solutions for loan interest savings and installment adjustments.
Ensures shareholder protection through insurance and buy-sell agreements.
Assesses existing business insurance coverage for improvement.
Focuses on tax exemptions and personal relief strategies to maximize savings.
Shariah-compliant protection plans that cover medical, life, and income replacement needs for Muslim families.
Aimed at providing ethical and community-driven financial protection.
Provides will-writing services for proper estate distribution and legacy planning.
Ensures legal clarity and peace of mind for family wealth transition.
At CSK Advisory, we provide customized financial plans to protect your income, assets, and legacy. Our expert team is dedicated to guiding you through every step, ensuring a secure and prosperous path ahead.
A: Company coverage may be limited or tied to employment. Life insurance offers flexible, long-term protection beyond your job, securing your family’s future no matter what.
A: Estate planning prevents legal delays, ensures your assets go to the right people, reduces family disputes, protects dependents, minimizes taxes, and secures your family's future—giving you peace of mind.
A: CSK Advisory listens to your needs, provides tailored estate planning solutions, and offers continuous support. Backed by trusted partners Allianz and RHB Trust, we ensure a seamless and secure planning process for you.
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