Personal Financial Planning
We offer a comprehensive range of services in all aspects of personal financial planning incorporating:
We work in partnership with an established network of associates/partners including accountants, lawyers, tax specialists, short-term insurers and investment professionals.
- Cash Flow Management and Budgeting
- Retirement Planning
- Estate Planning
- Investment Planning (Local and Offshore)
- Portfolio Monitoring and review
- Risk management and advice (Life, Disability, Income Protection and Severe Illness benefits)
- Medical scheme and Gap cover advice
We work in partnership with an established network of associates/partners including accountants, lawyers, tax specialists, short-term insurers and investment professionals.