COACHING FACT SHEET

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 on 1-on-1 coaching based on first come first served basis and subjected to portfolio strategist schedule availability.

[1] EPF statement or at least know the amount

[2] LATEST CCRIS report (optional)

[3] Insurance policy (optional)

[4] Other documents you required us to give feedback and comment

[5] Calculator / Phone

[6] Clear loan condition, term and amount (eg: car loan, housing loan, education loan, personal loan, etc…)

Smart casual

STRICTLY no taping or recording of any session is allowed.

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).

Free Parking Available

Transportation from KL Sentral to M Space:-

Distance: 19.7 km

Grab Fare: RM 28++

Duration: Approximate 30 mins (without 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 M Space:

https://maps.google.com/?cid=18360481646703315051