Engage Me Now
How to engage Inaz Hashim as my Financial Planner?
Standard Process
- STEP 1 : Book “ Get to know “ session ( free )
- STEP 2 : Sign letter of engagement & pay initial fees involved
- STEP 3 : Attend first meeting for “ fact find “ session
- STEP 4 : Pay full fees & wait for next session
- STEP 5 : Attend “Presentation “ session
- STEP 6 : Attend “ Implementation “ session to sign required documents
- STEP 7 : Allow your planner to Monitor your Plan
- STEP 8 : Yearly meeting to Review your plan & progress ( if required )
Express Process
- STEP 1 : Contact my Personal Assistant and Get Quotation on services required
- STEP 2 : Sign letter of engagement & pay full fees
- STEP 3 : Attend first meeting for “ fact find “ session
- STEP 4 : Attend “Presentation & Implementation “ session ( to sign required documents )
SESSION
- Regular session will be conducted at Financial Planner’s office
- To arrange session at client’s office ( extra fees will be charged )
- Can be conducted via ZOOM / Phone Call / Video Call for client outside Klang Valley
- Weekdays : 10 am – 4 pm
- Weekends : 12 pm- 3pm ( + additional charge )