Trust Planning
信托规划
当家庭需要持续管理，而不只是一次分配。
JEREMY 个人顾问服务 · AG WEALTH HUB 专业平台
把保障安排清楚，
让家人未来更安心。
从医疗与家庭保障、现有保单检视，到未来规划、遗嘱与财富传承，我协助马来西亚华人家庭一步一步整理清楚。
第一次沟通是为了了解和整理你的情况，并不代表需要立即购买任何产品。
你的规划联系窗口
Jeremy Kong
Protection · Estate & Trust · Business Risk
01Understand
02Clarify
03Act
AG WEALTH HUB · 一个清楚入口
所有规划页面，都从这里找到。
这是你的固定主页。每一个专题页都可以独立分享、用于广告，也可以随时回到这里查看完整规划版图。
已上线
01Will Planning
下一阶段02
下一阶段03Insurance Trust
规划中04Estate Administration
规划中05Medical & Critical Illness
规划中06MLTA · Key Person · Buy-Sell
Will Planning
遗嘱规划
执行人、受益人、监护人、资产与第一份准备清单。
→Trust Planning
Insurance Trust
保险信托
保险金的用途、管理与支付时间。
Estate Administration
遗产执行
让家人更清楚离世后的实际处理步骤。
Medical & Critical Illness
医疗与严重疾病
分别理解医药费、康复期和收入影响。
MLTA · Key Person · Buy-Sell
房贷与企业保障
为屋主与企业延续分别设计的专题页面。
只有完成并复核的页面才可以点击；规划中的主题先保留在地图里，避免日后页面越来越多时变得混乱。
01Understand before recommending
02Explain in plain language
03Stay through the service journey
一个顾问关系 · 一套专业服务系统
你认识的是 Jeremy，背后是一套完整服务平台。
Jeremy Kong
负责聆听你的需要、解释不同选择、协调下一步，并在服务过程中持续跟进的人。
AG Wealth Hub
支撑顾问关系的系统：保障检视、教育内容、服务协调，以及不同需要的专题规划路径。
START WITH YOUR LIFE
What feels most important right now?
Good planning begins with a real concern, not a product name.
01
Healthcare costs
Is my present medical protection still suitable for the care I would want?
→ 02Family income
If my income stops unexpectedly, how long can my family stay financially steady?
→ 03Policy clarity
I own several policies, but I am not sure what overlaps or what may be missing.
→ 04Legacy arrangements
I have people and assets to care for, but my wishes have not been organised clearly.
→ONE CONNECTED VIEW
Protect. Plan. Pass on.
PROTECT
Protect what matters now
Understand medical, life, critical illness and income-protection needs in the context of your family responsibilities.
PLAN
Give the future direction
Bring education, retirement and family goals into one practical conversation, without losing sight of today's commitments.
PASS ON
Make your wishes easier to carry forward
Clarify nominations, wills, legacy considerations and the professionals required for appropriate implementation.
JK
ESTATE, TRUST & RISK PLANNING ADVISOR
Jeremy Kong
AG Wealth Hub- Protection
- Estate & Trust
- Corporate & Business Risk
- 中文 · English
A RELATIONSHIP, NOT A TRANSACTION
先认识陪你整理规划的人。
Every family has different responsibilities, existing arrangements and concerns. My role is to help you see the whole picture, explain the choices plainly, and coordinate the next step carefully.
- Review before recommending
- Separate facts, options and decisions
- Stay involved beyond the initial arrangement
Jeremy Kong
A CLEAR SERVICE JOURNEY
One thoughtful step at a time.
01
Listen
Understand your family, priorities and present concerns.
02
Review
Organise existing information and identify areas needing clarity.
03
Consider
Explain suitable directions, trade-offs and professional boundaries.
04
Act & review
Coordinate agreed actions and keep arrangements relevant over time.
YOUR DIRECT CONTACT · 直接联系
个人与企业规划，从同一个联系窗口开始。
Jeremy 协助个人与家庭进行保障检视、遗嘱与传承沟通，也协助企业整理 Employee Benefits、Key Person、Shareholder Protection、Business Succession 与 General Insurance 的风险方向。
WhatsApp018-230 1288
Emailjiemeng.kong@aia-premier.com.my
OfficeD-01-03, Skypark @ OneCity,
Subang Jaya
Subang Jaya
可扫描名片上的 QR Code，或直接按 WhatsApp。初步沟通用于了解需要，并不等同产品、法律或税务建议。
USEFUL BEFORE YOU DECIDE
Questions worth understanding.
After marriage, a new home or a child — what should you review?
A practical framework for revisiting responsibilities, healthcare and income protection after a major life change.
Discuss this with Jeremy →These are planned educational topics for the next content phase. Formal articles will be published only after source and professional review.
BEGIN WITH CLARITY
You do not need to have every answer before we talk.
Choose what you would like to understand first. This private prototype will prepare the next-step message, but it will not send or store your information.