Pension Analysis & Retirement Planning


It's common knowledge that when it comes to retirement it's not how much you earned, but how much you saved that will determine the quality of life in your golden years. All our advisers are professionally qualified to analyse your current financial position and help establish the best course of action to accomplish your retirement goals.

Depending on your expected retirement age our advisers, with your help, will construct a profile that best suits your situation and time horizon.

If you are from the United Kingdom, or a foreign national who has spent many years working there, there may be an opportunity to take control of your frozen pension and maximise its growth potential. There are many benefits to moving your pension to a tax neutral country including: Increased Pension commencement lump sum, increased spouses benefit and gross distribution of funds.

For enquiries, please find below our contact details

Head Office
Montpelier (Labuan) Ltd
Suite 5B, 3rd Floor
Wisma Wong Wo Lo,
Jalan Tun Mustapa
87000 Federal Territory of Labuan
Tel : +(6087) 419 661
Fax : +(6087) 419 662
Kuala Lumpur Office
Suite A-13-1, 13th Floor
Menara UOA Bangsar,
5 Jalan Bangsar Utama 1,
59000 Kuala Lumpur
Tel : +(603) 2302 3399
Fax : +(603) 2302 3398