Survey: Areas of Concern/Interest

  1. My personal and business debt are getting out of control. I am very depressed whenever reaching payment due date. I do not want to turn to AKPK that will affect my CCRIS records or loan shark which is very risky. I need help in this area.
    YesNo
  2. I urgently need cash flow for my business and my personal matter but my loan are consistently rejected by banks. I am in need of advice on special strategy on how to secure loans from banks.
    YesNo
  3. I am looking ways to reduce my repayment amount of my debt commitments but I am not sure what the current best available options are. I would like to explore.
    YesNo
  4. I act as a guarantor for other people and businesses for various reasons and would like to find a way to protect my private assets from potentially claimed by creditors in future.
    YesNo
  5. I would like to start doing investment to grow my wealth but I am seeing market volatility is getting higher nowadays and I do not want to burn my fingers in doing investment. I need good advice on strategy to tap into market opportunities and avoid investment threats at the same time.
    YesNo
  6. I have portfolio investments but they are not doing well. My portfolio managers are doing terrible job in managing my portfolio investments. I need a reliable, dependable, and trusted professional portfolio manager that will always put my interest first to increase the return of my portfolio investment while reducing the portfolio volatility.
    YesNo
  7. I am looking for investment options available that is able to provide reliable, stable and consistent fixed return that beats fixed deposit rate and withstand inflation rate. I believe that are good options that are usually not accessible to normal investors.
    YesNo
  8. I would like to know the way to invest into properties without capital of cash.
    YesNo
  9. My spouse and family members do not know about my business and assets. I am worried that they are unable to handle and protect my estate in future and will lose them very quickly.
    YesNo
  10. My business partners involve in many other businesses and carries heavy debt. How do I protect and shield our business interest from being claim by their creditors should they unfortunately fall into bankruptcy.
    YesNo
  11. Due to nature of my business and profession, I may be exposed to liability risk easily. I am informed the there is no ceiling for liability risk and it can easily lead a person to lose everything and even lead to bankruptcy. How should I protect and secure my existing assets against liability risk?
    YesNo
  12. I have evaded tax for long period of time and I find out that my estate will need to get tax clearance before distribution. I worried that my beneficiary will have trouble receiving my estate in future. What should I do?
    YesNo
  13. I would like get some strategies in effectively minimizing my tax liability under currently stricter and very complex tax environment.
    YesNo
  14. I have some secrets that I would like to protect from becoming a knowledge to my family members, business associates or any other unintended person, during my lifetime and after my demise, due to its sensitivity. I would like to find is there a possible way to achieve this objective?
    YesNo
  15. Wealth doesn’t go beyond 3 generations and I watch many businesses deteriorate after passing to next generation. I would like to know what effective strategies can be implemented to ensure that my business doesn’t end up in similar fashion and will survive and even prosper beyond multiple generations.
    YesNo
  16. I currently have no clue on my personal finances and do not track on anything. I know I should start to keep track, control and manage my personal finances but I know it will be a very difficult task. Is there any easy way to do it?
    YesNo
  17. I need a reliable, dependable, and trustable financial planning professional to guide and work with me in my path to achieve financial freedom.
    YesNo
  18. I would like to learn more about the product and services offered by Smart Wealth Financial Planning:
    Banking servicesDebt managementBusiness advisoryAccountingLegal advisoryWealth managementInvestment servicesProperty servicesInsurance servicesAsset protection and estate planning
  19. My other concerns/ interest (please describe)
    1. My particular:

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