Why should I disclose so many personal information?
Think about visiting a doctor?
Without complete and completely accurate information, your doctor can not
prescribe the best treatment. The same applies to financial planning. To get
the best solution for your "financial health" you need to disclose
all the details.
Can I make a personal finance plan myself?
Some personal finance packages,
magazines and self-help books can help you with your own financial planning.
However, you may decide to seek the assistance of a personal financial
consultant - expert if:
you need the expertise that you do not have in
certain areas of your finances. For example, a personal financial consultant
can help you to assess the level of risk in the investment portfolio and review
the allocation of funds;
you do not have enough time to edit your own
financial plan yourself;
you know that you need to improve your current
financial position, but you do not know where to start;
you believe that a personal financial consultant
- expert could improve your plan and strategy for the current management of
an immediate or unexpected life event occurs,
such as inheritance or major illness;
you want to get an expert opinion on a financial
plan that you have developed yourself.
What about taxes?
It is important that personal
finance plans are tax-efficient. Your personal finance plan will help you
reduce the tax liability and increase returns after taxing your investments.
Some personal financial consultants help their clients optimize their tax
What if I do not achieve my goals?
Financial planning is a common
approach to managing your finances in order to achieve your life goals. You can
not change your status overnight; this is a lifelong process. Remember that
events that are beyond your control, such as inflation, changes in the stock
market, interest rates, will affect your financial planning results. The
solution is annual reviews and updates according to the current situation both
in the market and in your life.
Have we convinced you?
Contact us, we will answer you as soon as possible.
People in the first place
from Monday to Friday, between 8:00 am and 4:00 pm.