Strategic financial planning forms the foundation of long-term financial success. To this end, FGIP advisers use our expertise and experience combined with sophisticated systems and methods to ensure that clients receive objective and sound advice on which to base their investment decisions.
This happens within a framework of strategic global financial planning that aims to optimise security and value of your estate.
The financial planning process involves the following:
- Collecting and analysing your information
- Professional interpretation of the information
- Presenting proposals that make provision for risk cover, investments, retirement planning, and estate and tax planning
- Regularly reviewing the proposal