RISK PLANNING

Our Lifestyle Financial Planning process will guide you to ensure that in the event of an untimely death, or permanent disablement, money is available to allow your dependents to maintain their standard of living. This process will also cater for putting in place sufficient critical illness cover to help you cope financially with the consequences of serious illness.

A failure to do adequate risk planning can have devastating consequences and cause severe financial hardship to loved ones. Changing circumstances mean that this planning should be reviewed on a regular basis to make sure that adequate financial protection is in place.

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Risk Planning?

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Investment Planning

Involves the assessment of a person’s financial needs and objectives and how they will be met.

Estate Planning

Estate Planning is the process of making arrangements during a person’s lifetime for the disposal of their assets on death, in a manner that takes account of the needs of dependents, covers financial liabilities and minimizes tax liabilities.

Maintain your lifestyle after you retire.

Retirement Planning

At its simplest, this is the financial planning that is done to ensure a person’s lifestyle can be maintained after retirement from work. The earlier in life this planning starts the better the end result.

Offshore Banking & Investments

This allows for global diversification of investment assets and currencies, plus the convenience of associated offshore banking services. Diversification is an essential component of sound financial planning.

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