Layanan Perencanaan Keuangan

Kami menawarkan layanan perencanaan keuangan yang komprehensif untuk memenuhi kebutuhan klien secara objektif.

Perencanaan Keuangan

Kami membantu merancang strategi finansial yang sesuai dengan tujuan dan kebutuhan individu serta keluarga.

A person is sitting at a wooden table using a laptop and a smartphone. Both devices display stock charts and market data, suggesting activities related to financial analysis or trading. The room is softly lit, possibly with a Christmas tree in the background.
A person is sitting at a wooden table using a laptop and a smartphone. Both devices display stock charts and market data, suggesting activities related to financial analysis or trading. The room is softly lit, possibly with a Christmas tree in the background.
Konsultasi Keuangan

Pendekatan konsultatif kami memastikan solusi yang netral dan berbasis kebutuhan klien, bukan produk tertentu.

Layanan kami mencakup analisis keuangan, perencanaan pajak, dan strategi investasi yang disesuaikan.

Analisis Keuangan
A person holding a smartphone with a financial application open on the screen, standing outside a modern glass building. The background shows a plaza with trees and pedestrians.
A person holding a smartphone with a financial application open on the screen, standing outside a modern glass building. The background shows a plaza with trees and pedestrians.
A person is looking at a computer screen displaying a document titled 'Overview - All Private Equity - Fundraising, Investments, & D'. The document contains statistical charts and graphs related to private equity market statistics from 2007 to 2022. Various tabs and functions like 'File', 'Home', 'Insert', and 'Design' are visible in the interface.
A person is looking at a computer screen displaying a document titled 'Overview - All Private Equity - Fundraising, Investments, & D'. The document contains statistical charts and graphs related to private equity market statistics from 2007 to 2022. Various tabs and functions like 'File', 'Home', 'Insert', and 'Design' are visible in the interface.

CCA Financial Planner adalah tim perencana keuangan independen yang bantu menyusun strategi keuangan secara menyeluruh mulai dari alokasi, proteksi, investasi, hingga distribusi aset. Semua dirancang objektif dan sesuai standar financial planning, supaya keuangan kamu lebih aman, tumbuh, dan terarah.

Layanan

Allocation Checkup
Debt Management
Protection Checkup
Investment Planning
Tax Planning
Estate Planning
Financial Goals Planning

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Tentang Kami

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