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How Success Consultancy Works
When you come to Success Consultancy, we do our best to understand you and your financial needs before formulating with the best financial action plan for you. Here’s a rough idea of how we do it:
STEP 1
Understand Financial Situation
We screen your Credit Tip-Off Service(CTOS) profile to understand your current financial situation.
STEP 2
Face-To-Face Meeting
One of our certified consultants will be in touch with you to schedule a face to face meeting. The purpose of this meeting is to further dive deep & understand your financial goals.
STEP 3
Consultation Services
In order to offer effective financial advice and present to you applicable financial options, we offer this consultation service to help resolve your concerns rigorously by attacking the core of the problem.
STEP 4
Personalized Solutions
Once we understand and agree upon a financial solution, we will prepare and offer you a personalized solution that meets your expectations & needs.
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Terms & Conditions
Salary Earner
Applicant must be Malaysian only.
Applicant age must be from 21 to 65 years old only.
Minimum financing amount from RM20,000, and maximum financing amount RM10mil.
Minimum Gross Salary is RM 36,000 per annum.
Required Documents
Copy of NRIC front & Back.
Latest of EPF statement.
6-months latest of payslip.
6-month salary credited bank statement.
The latest year of Income Tax report.
Business Owner
Applicant must be Malaysian only.
Applicant age must be from 21 to 65 years old only.
Minimum financing amount from RM20,000, and maximum financing amount RM10mil.
Business registered for more than two years.
Required Documents
Copy of NRIC front & Back.
Business Registration Certificate or Form 9, 24, & 49 (SSM).
Latest 6-month company’s principal current account statements.
The latest year of Income Tax report.
The Profit and Lost statement for auditor.