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30 Mins

Financial Review Session

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Our Services & Program

Training & Certification

(endorsed by FPSB – Financial Planning Standard Board, Indonesia)

  • AWP (Associated Wealth Planner)
  • AWP Syariah (Associated Wealth Planner Syariah)
  • QWP (Qualified Wealth Planner)

Ngopi Pintar

(Financial Planning Education Program)

  • Laporan Arus Kas, Laporan Neraca Keuangan Probadi, Financial Health Check Up, and Financial Goals
  • Perencanaan Investasi & Asuransi
  • Perencanaan Keuangan untuk Pasangan
  • Perencanaan Keuangan untuk UMKM

SignaturEdustay

kelas perencanaan dan literasi keuangan yang disampaikan oleh praktisi dengan situasi kelas yang nyaman

Layanan Konsultasi Keuangan

Layanan konsultasi keuangan yang diadakan secara tertutup antara Certified Financial Planner dan nasabah.

Our Values

We ensure the implementation of Good Corporate Governance in doing business. We also strive to uphold the following values to our Stakeholders

Loyalty

We always stand in the best interest of our clients and business partners, whilst observing guidelines of regulatory bodies. We believe this practice shall bringabout a beneficial and prosperous business growth for years to come

Nurture

Our initiatives will always in the interest of creating a greater good for people and environment around us

Attitude

We ensure our team is doing each work with the right attitude

L

I

N

T

A

R

Ingenuity

We genuinely believe each and every initiative that we provide for the service of the general population will improve common prosperity

Trust

Your trust is the utmost privilege in every aspect of our relationship

Resourceful

We shall go to the best extent of our knowledge and nertworking to provide you with the best ideal and reliable solution for your needs.

Loyalty

We always stand in the best interest of our clients and business partners, whilst observing guidelines of regulatory bodies. We believe this practice shall bringabout a beneficial and prosperous business growth for years to come

Ingenuity

We genuinely believe each and every initiative that we provide for the service of the general population will improve common prosperity

Nurture

Our initiatives will always in the interest of creating a greater good for people and environment around us

Trust

Your trust is the utmost privilege in every aspect of our relationship

Attitude

We ensure our team is doing each work with the right attitude

Resourceful

We shall go to the best extent of our knowledge and nertworking to provide you with the best ideal and reliable solution for your needs.

Competency

Our talents are remarkable individuals with passion in financial management with significant flying-hours; years of practical financial industry exposure, encompassing retail banking, insurance and financial educations. Each talents are certified in accordance to their field of expertise.