After completing the initial comprehensive financial planning process, The plan and our recommendation are based on the information provided by you through the data collection sheet. Therefore, the plan will be regularly reviewed and updated in accordance with changes in your needs and circumstances. Hence, we recommend review discussions on skype/ personal/ phone/ email to be done every 3 months and continued till all your goals are met.
We assure you that all information we have gathered from you will be retained in a secure location in the confines of our office and will remain confidential at all times. How We Can Help
To help with the implementation of a financial plan, we will provide you an Action Plan. Your financial planning action plan should include all the tasks that you will need to accomplish to improve your financial situation.
Recommended Action – Your action plan is a list of all the recommendations that you should accomplish to your financial plan.
Investment advice – provides specialized guidance and assistant for investment in various investment tool
Insurance – provides specialized guidance and assistant for investment in various insurance schemes.