One of the most important life plans involves planning to create sufficient capital to support one’s lifestyle.
We guide our clients through various stages of their financial life in preparation for retirement. This process involves determining objectives, formulating and adapting a plan to achieve the desired outcome.
The plan focuses disposable earnings towards optimised savings and addressing risks. Various investment vehicles are considered taking into account tax and planning efficiencies.
On reaching this life stage, it is vital to manage the capital and income to create lifelong financial comfort.
A comprehensive plan is formulated for planning of capital adequacy, regular income and liquidity.