Our doors are always open and we welcome you to speak to us about your concerns. We have in-house professionals, accountants, trust advisors, financial planners and other professionals ready to help. There is no obligation attached to a consultation with us. Our goal is to highlight the potential areas of concern and solutions open to you.
Whether you are seeking guidance in advisory services, shariah estate planning, bereavement care services or others, we have the experience and expertise to support you.
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Making decisions about bereavement care like pre-paying funeral costs and choosing a resting ground such as burial plots or niches, is another way of caring for your loved ones. In their moment of grief, they are spared from having to make these difficult decisions and are also relieved of added financial burden. Speak to us to explore more about the range of bereavement care options available in our services.
You may own properties and other investments abroad. If so, you need to be aware of the inheritance laws in the different countries where your assets reside. In some countries, your offshore assets may be subject to inheritance or capital gains tax which can be as high as 50%. Keep up to date with the different jurisdictions by speaking to our experts, who can advise you on offshore estate planning.
Rockwills Business Solutions can offer you the service of setting up offshore companies at various jurisdictions such as British Virgin Islands, Mauritius, Hong Kong, Labuan and many more. Speak to our specialists who can advise you on the investment structures and plans that will best work for you.
Phillip Mutual Berhad (PMB), established in 2002 and part of the Singapore-based PhillipCapital Group, is a Malaysian financial services company licensed to distribute unit trust and Private Retirement Scheme (PRS) funds. It offers over 600 unit trust funds and 58 PRS funds, focusing on investment education and diversified financial products for retail and institutional clients.
Its Phillip Master Money Market Fund (PMMMF) is a low-risk, highly liquid fund designed to deliver stable returns higher than traditional savings deposits. It has no lock-in period, offers monthly income reinvestment, and invests in short-term, high-quality debt instruments with a fixed NAV of RM0.50.
An insurance trust is a legal arrangement where a life insurance policy is placed under a trust instead of being directly owned by an individual.
When the insured person passes away, the insurance payout (proceeds) is paid directly to the trust and then distributed to beneficiaries according to the trust instructions.