Couple Financial Planning

While double income brings in better money inflow and secured future; Double income also brings in increased complexity, heightened expectations and swelling expenses. Our special package for couples is a cost-effective solution for maintaining balance between instant gratification and secured future. It is also delivered in two phases and includes the following among other things:

Phase 1: Planning and Analysis:

  • Money Behaviour Analysis and Risk Profiling
  • Data collection and assessing client’s current financial situation
  • Assessing financial risks and creating risk management plan
  • Reviewing the existing portfolio and creating a portfolio aligned to goals
  • Developing a financial management strategy
  • Integrating strategies outlined above into a comprehensive financial plan

Phase 2: Portfolio management and allied services: (Ongoing Process)

  • Implementation and monitoring of the plan*
  • Continued portfolio management
  • Personal taxation
  • Disaster recovery plan and Estate Planning

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Becoming Wealthy is Not a Matter of How Much You Earn, Who Your Parents are, Or What You Do. It is a Matter of How and Who is Managing Your Money