Your personal financial plan can help you and your family to achieve goals such as:
- Financial security in retirement
- Preserving and growing the real value of your capital
- Protecting your lifestyle and that of your dependants
- Providing for your children or grandchildren’s education
- Providing for weddings of your children or grandchildren
- Travel abroad
Your personal financial plan – 6-step approach
- Understand your current position
- Define your lifestyle objectives and future financial needs
- Develop a strategy to achieve the objectives and financial needs
- Agree on the strategy and action items to achieve your objectives
- Implement the agreed strategies and initiate an ongoing communication programme
- Manage the progress towards your objectives
Talk to Count on Us to initially discuss your financial planning needs.
* We do not provide investment or retirement planning services but we are happy to assist you to choose from numerous options available out there.