SimpanDuit.com

   Smart Planning Built Around You
 

Contents

  About Us
Our Company Profile
 
Team Management
Know our dedicated advisers
  Disclosure
How we are remunerated
 
  Privacy Policy
How we use your personal info 
 
For Bankers
Build business relationship with us
  Testimonials
See what our clients have to say
 
How To Contact Us
How you can reach us
 

About Us

Background
Established on 5 February 2001, Tekad Smart Planning Sdn. Bhd. (formerly known as Tekad Agency Sdn. Bhd) was incorporated to provide comprehensive planning services with Insurance & Investment Planning serves as our foundation. Our advisers consist of Insurance Consultants, Unit Trust Consultants and Personal Consultants who were professionally trained in many areas of planning, including investment, insurance, retirement, education funding, debt management and Islamic estate planning. Our office presently located at Level 8B, Menara MAA, Jalan Dewan Bahasa & Pustaka, Kuala Lumpur with a newly-opened service centre in Rawang.

The company was founded by Mr Azman Awang, a businessman by profession and he is also a very successful and active in the life insurance industry. Mr Azman's passion for giving his clients reliable advisory services, has enabled him to achieve the Million Dollar Round Table award in 2001 & 2002.

Why SimpanDuit?
Many people didn't know that, by putting your money at the right place, you are able to achieve the following objectives :-
  +  Protect your monthly income when you become disable
  +  Protect you from incurring high hospitalisation bills due to accidents or illnesses
  +  Protect the welfare of your loved ones when you passed away
  +  Protect your family from the burden of debts
  +  Reduce the interest charged on your loans
  +  Settle your loan quicker, even with same monthly commitments
  +  Make your money work harder by gaining more returns on investment
  +  Invest your money in a financial market without risking your capital

Our Vision
"to build our reputation as a leading Bumiputra company with personalised and effective planning services"

Our Commitment To The Community
"to create awareness on the importance of financial planning and educate them on how to save money effectively to fulfill certain financial needs"

Our Commitment To Clients
"to deliver total customer satisfaction through providing high quality and reliable advisory services"

Our Commitment To Business Associates
"to develop and maintain mutually-beneficial, value added relationships of the highest degree"
 
Our Mission Statement
Over the years, we noticed 2 sad discoveries about Malaysians :-
  • Many Malaysians live their life surrounded with lots of debts

  • Not many Malaysians prefer to invest in life insurance

This is especially true when it comes to the Malays. Many Malays do not have proper protection in their life, leaving their wife and kids in misery, begging for food and public donations at the event of their husband's death, disability or diagnosed with critical illness. Surrounded with many types of loans, they didn't realise - what they earned during their life-time, were mostly spent on paying high-interest debts and supporting a high cost of living - leaving them nothing to spare for retirement and hoping that some day, their kids will support them in return.

Many people agreed that getting into debts is relatively easy, however getting out of debts situation quickly and efficiently needs proper planning and monitoring. For this reason, we believe we can make a positive difference in our community. With our skills, experience and wide knowledge, we can guide people out of their debt situation and help them realise their dreams! We can help them achieve their financial goals thru proper management of their financial resources.

We are committed to working with you over the long term. And because everyone is different, we believe the best financial plan is one that is customized to your individual needs. Most of our new customers come to us through our current customers. We think that says a lot about our personal advising relationships.

Working Closely With World-Class Companies

In our quest to provide reliable and efficient service to our valuable clients, we are proud to acknowledge the following companies as our Panel Insurers for Life & General Insurance, Panel Mutual Fund Managers & Panel 'Financial Planning System Provider'. We believe they are able to provide quality and reliable products to support our client's needs and we are proud to be associated with these companies as their Authorised Consultant. Get to know them by clicking on the links below.

            

    

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