Strategic Financial Planning

strategic financial planning
“Someone’s sitting in the shade today because someone planted a tree a long time ago.”
Warren Buffett

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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

FGIP HAS ADOPTED A LIFESTYLE APPROACH TO FINANCIAL PLANNING THAT ENSURES FINANCIAL PLANS AND INVESTMENTS ARE REGULARLY MONITORED AND REVIEWED TO STAY ALIGNED TO EACH INVESTOR’S PERSONAL GOALS AND ASPIRATIONS.

The financial planning process involves the following:

FGIP HAS ADOPTED A LIFESTYLE APPROACH TO FINANCIAL PLANNING THAT ENSURES FINANCIAL PLANS AND INVESTMENTS ARE REGULARLY MONITORED AND REVIEWED TO STAY ALIGNED TO EACH INVESTOR’S PERSONAL GOALS AND ASPIRATIONS.