Understanding where you are now can help you determine the best route to what you want to achieve. By speaking with our Relationship Managers, we can grasp your current financial situation and future goals, and thereafter match them with our financial solutions to help you meet your life’s priorities.

Building an investment portfolio
Get the financial updates, product recommendations and financial health checks that are necessary when growing your wealth through investments. At CIMB Preferred, our investment solutions are carefully tailored to meet your goals and risk tolerance.
Financing your child’s education
As inflation and fluctuating exchange rates push up the cost of education, it’s important to have a sound financial plan that mitigates the rising costs. With the right investment strategy in place, you can provide your child with an education he or she deserves.
Planning for your retirement
With early and proper planning, you can maintain your desired lifestyle after you retire. Our host of solutions can help you grow your nest egg, so you can get closer to living your dream retirement.
Protecting your wealth and family
As we grow in life, it pays to protect yourself, your family and your wealth from uncertainties. We can advise you on the right coverage for your needs, and that of your loved ones.
Daily Banking and Financing Solutions
Whether it’s simple transactions at the branch, or fulfilling a larger home, car or personal financing need, you can count on our products and services to give you the added convenience and benefits that are exclusive to CIMB Preferred members.