Let me ask you a few questions.
- Do you feel that your approach towards your money is not structured?
- Do you have this feeling of ‘lost’ when you look at your investment portfolio?
- Do you find it difficult to build conviction on your investments?
- Do you feel unprepared for your future financial milestones?
- Do you feel the money is just lying in the bank and not working for you?
Each of the above listed issues can lead to an underperforming portfolio not just in terms of returns but also in terms of what you can make your money do for you. With the right advice, you can do better.
I will be happy to work with you one to one and see that your investments are aligned to you and your money milestones. Your portfolio not only works hard for you, it allows you to sleep peacefully too.
Build a Plan that serves your goals and makes your money work harder
By itself, money has no meaning unless it helps you achieve your goals and enables a fulfilled and meaningful life.
Financial Planning is an exercise to map your money and your life goals. It helps you answer the most important question.
What do you want your money to do for you?
Once this is done, you can then take appropriate action steps to achieve your life goals, financially.
In this engagement, my focus is to listen to you and understand what is important to you, what do you want out of your money and investments.
This would lead to listing of your financial goals and setting priorities.
Post that, we would analyse and see what is the best strategy to reach the identified goals including an asset allocation (what should be invested where).
We will then go on to identify the most suitable investments to execute the investment strategy including appropriate risk management.
You would also understand how can you protect yourself and your dependents adequately with the use of insurance.
This service also includes a review of any existing investments that you might have. Yes, if there is any junk or things that were just piled on you, we would see the best way out for them too.
We look at taxation of various investment products and how you can build your own tax efficient portfolio.
Once the plan is finalised, the next step is taking action on it. We will draw a checklist of all action points.
More often than not, those who engage with this service, end up realising that they can do more with their resources.
This is relevant for you – if you are 20 years or more into the career, about to retire or simply have just started. What’s better than laying a solid foundation for your finances now!
With this engagement, we ensure that you STOP making random transactions that have no fit with what you want to achieve with your money and create a focused investment portfolio that delivers on your goals.
If this is what you are looking for, get in touch with me now at firstname.lastname@example.org