Services

Introduction
Lion Business Solutions
Lion Cashflow Solutions
Lion Estate Solutions
Lion Investment Solutions
Lion Protection Solutions
Lion Financial Plan

Introduction

LTA is a 1-Stop Financial Solution Center.

  • Provide you all your financial & business needs at a single location
  • We also house all the relevant professionals to serve all your financial & business needs.
  • Easy, Convenient, Cost effective and Time saving.

Lion Business Solutions
The primary objective is to assist business owners to manage effectively in various business components that ultimately contribute positively to business growth and return of investment.

The financial solutions are:

  • Business Incorporation
  • Business Succession Planning
  • Corporate Advisory/CFO outsourcing
  • Business Acquisition & Merger
  • Business Finance & Funding
  • Property & Employee/Group Insurance
  • Keyman Insurance
  • Director & Office Insurance

Lion Cashflow Solutions

The primary objective is to maximize the individual income surplus and networth through proper examination of the inflow and outflow of cash and the composition of assets and liabilities. The financial solutions are:

  • Cashflow Management/Budgeting
  • Loan & Credit Management
  • Tax Planning

Lion Estate Solutions

The primary objective is to make proper arrangement for the Protection, Preservation and Provision of a person’s total assets/wealth for the benefits of his/her family and loved ones.

The financial solutions are:

  • Will-writing and Will Custody
  • Living Trust
  • Power of Attorney
  • 1-stop Estate Administration
  • Life Insurance
  • Syariah Compliance Estate Planning

Lion Investment Solutions

The primary objective of investment is that the invested asset will provide income in the future or appreciate and be sold at a higher price, in which the investor has to forgoing current consumption for greater consumption in the future. The financial solutions are:

  • Unit Trust
  • EPF-direct Investment
  • Fund/Asset Manager and Investment referral

Lion Protection Solutions

The primary objective of protection is to reduce the financial impact that due to the loss of income or profit because suffered from the risks of death, disablement, diseases and disaster.

The financial solutions are:
  • Life Insurance
  • Health & Medical Insurance
  • Property & Motor Insurance
  • Personal Accident Insurance
  • Group Insurance
  • Business Insurance
  • Annuities
  • Takaful Insurance

Lion Financial Plan

The primary objective is assist you to have a written plan that serve as the financial compass to meticulously guide you toward the ultimate achievement of financial freedom.

The financial solutions are:

  • Written Financial & Estate Plan
  • Retirement Fund Plan
  • Protection Plan
  • Educational Fund Plan


  



For more financial information, kindly call us at:
04-380 8855/56
or email us at:
advice@lta.com.my
 
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