Frequently Asked Questions
What is financial planning?
Financial planning is the process of protecting, growing, and managing personal finances to achieve life goals.
What is estate planning?
Estate planning is a branch of financial planning with a focus on how to preserve, manage, and distribute assets after death.
What is the difference between financial planning and estate planning?
Financial planning has a focus of managing your wealth during your lifetime while estate planning’s focus is on managing and distributing your wealth after your death.
Why do I need financial planning?
Financial planning is a critical part of achieving financial security and reaching long-term objectives. Financial planning ensures that you and your loved ones are protected.
What types of financial planning are provided by OWLA?
We provide four categories of financial and estate planning, namely Financial Preservation, Financial Accumulation, Financial Distribution, and Financial Management. For more details, check out the “Services” page.
What are the certifications of OWLA and its agents?
Certified Financial Planner (Financial Planning Association of Malaysia)
Registered Financial Planner (Malaysian Financial Planning Council)
Registered Financial Consultant (International Association of Registered Financial Consultants (IARFC)
MBA
Where is OWLA located?
We are located in Bandar Puteri, Puchong. For the exact address and Google Maps image, check out the “Contact Us” page.
What are OWLA’s mission and vision?
We aim to ensure that every client has a complete financial contingency plan to fulfil their life and business goals. Our vision is to be the financial planning household brand in Malaysia as a professional, caring and reliable financial services provider
How do I contact OWLA?
You can contact us by completing and submitting the form in the “Contact Us” page or drop us an email at owla.marketing@gmail.com. You can also call us at 03-80663100 / 012-2048982.
What partners are affiliated with OWLA?
The big brands behind us include Great Eastern, Rockwills, Ko-Khawan, etc.
