Everyone’s financial and life situation is unique, and so are our goals; aren’t they? This is exactly what I keep that in mind when providing financial planning advice to my clients.
As a Financial Advisor, I am committed to learning about your financial goals, dreams, apprehensions, bottlenecks, ordeals and past experiences. Together we will use them to build a Holistic Financial Plan focused on your distinct needs.
Once your custom-tailored financial plan is in place, we will review it every year to that everything is moving forward according to our original plan.
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We hope this FAQ can help provide some answers here to address the specific questions
The initial meeting could take between 1 - 2 hours, depending on your goals and finanical situation.
The usual informaiton required is details of your income and expenditure, savings and financial planning needs/goals, investments held and number of dependents. The more accurate information you give, the better the quality of advice given.
The best plan is useless unless it is put into action. We will assist you completely in implementing the plan, if and when you desire.
Financial Plans are usually reviwed once in a year. However if there is a lifestyle change like Marriage, Promotion, Birth of a child, Death of a Partner or Plans to immigrate to a new country you must review your finanical plan to accomodate the change in circumstances.
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