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Financial planning

Of course, the process of financial planning is ongoing. Even after you have made a plan, you must monitor it and adjust it as necessary to ensure that you are moving in the right direction.

Many who build the framework for a plan fall short when it comes to implementing it, so it is important to be realistic.

You need to bridge the gap between what you can expect financially and what you dream of achieving.

Try to meet your objectives by setting a number of short, medium and long-term goals and prioritise them within each category.

Common objectives in financial planning

• Increase the assets going to your heirs by using various estate planning techniques, perhaps including a lifetime gifts strategy
• Accumulate a sizeable estate to pass on to your heirs
• Tie in charitable aims with your own family goals
• Accumulate sufficient wealth to buy a business, a holiday home, etc
• Develop an investment plan that may provide a hedge against market fluctuations and inflation
• Be able to retire comfortably
• Have sufficient funds and insurance cover in the event of serious illness or loss
• Minimise taxes on income and capital

To find out how we can help you, please contact us.