Financial Planning

Developing a financial plan takes time. The time taken will depend on your personal circumstances and the complexity of your affairs. The steps taken however tend to be fairly constant.

1. Setting your goals and objectives
2. Identifying your priorities
3. Reviewing your current position
4. Looking at your income and expenditure
5. Establishing your attitude to risk
6. Deciding on an asset allocation
7. Reviewing your structural options
8. Developing your strategy
9. Implementing your strategy
10. Review and update of your strategy

 

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Savings Plans

You need to take control of your personal finances and adopt a disciplined approach to build savings.

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Wealth Protection

Ensuring your asset ownership structure is optimal and that you have suitable insurance in place is central to effective asset protection.

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