Family Financial Planning

Service Description

Putting in place a financial plan for your family for current, future and emergent needs, goals too, through the use of life assurance products, medical funds, education plans, and tax-free savings plans. Comprehensive estate planning will also be included in such a financial plan, to ensure clear rules of succession and inheritance, and to most importantly preserve the dignity of your family's estate. An additional focus will be on your financial goals for retirement, and to assess if your current retirement plan matches these goals. We will also delve into your current pension plan, and assess for any needs such as pension transfers or consolidation.