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 )