Financial Planning

We follow the six-step process as determined by the international professional body of the Financial Planning Association (FPA – locally FPI).  The objective is to keep the process simple yet applicable to your personal circumstances and needs. 

Our value add is to translate the pitfalls, tax advantages and personal objectives into an understandable and adaptable plan. You are not left alone with your plan once it was set up, we monitor and recommend plan adjustments, as life happens.