Portfolio Investment Strategies
1-on-1 Coaching
Coaching:
Through this 1-on-1 coaching, you will thorough understand how to reach your own financial goal, get your Personalised Portfolio Strategies to kick start your journey and end up retired with Predictable Passive Income.
COACHING FACT SHEET
Important details enclosed. Please read carefully.
Venue
eSOVO
5-1 & 7-1, 1st Floor, Logan Heritage, Union Street, 10200 George Town, Pulau Pinang
Program Date & Time
Personal 1-on-1 coaching session is confirmed with confirmation messages and registration for 1-on-1 coaching session is depends on Portfolio Strategist’s schedule and first come first served basis.
Coach follow up meetings are allocated after the 1-on-1 coaching is completed.
Registration
Registration on 1-on-1 coaching based on first come first served basis and subjected to portfolio strategist schedule availability.
Things To Prepare
[1] EPF statement or at least know the amount
[2] LATEST CCRIS report (optional)
[3] Insurance policy
[4] Other documents you required us to give advice
[5] Loan status, term and amount (eg: monthly repayment, balance amount and years left, interest rate, etc...)
Attire
Smart casual
Recording / Taping
STRICTLY no taping or recording of any session is allowed.
Other Terms & Conditions
If you inform us 5 working days or later prior to the 1-on-1 coaching session date that you cannot attend, 100% of your coaching fees will be FORFEITED. Exceptional for certain cases (proof must be provided).
Parking
Road side parking lot, RM0.80/hour
Multi-level car park beside Maybank, RM1.50/hour
Location
Transportation from Bus Terminal Komtar to eSOVO:-
Distance: 2.3 km
Grab Fare: RM 6++
Duration: Approximate 10 mins (with normal traffic)
Please take heavy traffic into consideration as your 1-on-1 coaching slot is scheduled with 45mins-60mins/slot.
Click the Google maps link below to reach eSOVO:
Contact
For more information, please contact Ulicare at
016-645 2638 / 017-848 0838