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Financial Planning

Financial Planning

Financial Planning is the ongoing process of meeting life goal through proper management of Finances. Financial Planning provide meaning and direction to your financial choices. By clearly identifying and prioritizing your personal financial goals, you can better understand how each financial decision influences other areas of your finances

With a financial plan in place, you are now able to focus on your goals with the confidence that you are headed in the right direction. The financial planning process does not end once your plan has been created. However, there is still much to do to ensure your goals will be managed. It is important to review your plan at least once a year to make sure that it is up to date. Changes in personal circumstances or the economy may require you to modify your plan.


  • Achieve financial independence and stability
  • Gain control on own finances
  • Accumulate money for gaol
  • prepare for unexpected.
  • Monitoring of Goal based Investment

Apt Advisorscustomized plan details:

Wealth Review Goal Based Plan Comprehensive plan
Complete Health check of existing Investment Goal based financial plan Analysis of existing financial and current cash flow
Insurance review: Net worth statements and projection Risk management and insurance evaluation
· Health
· Life
· Property
Ideal portfolio restructure Cash Flow and Budget Planning Investment planning and wealth creation
Analysis of tax and investment structure Asset and Liability analysis Retirement Planning and Tax advisory
Detailed Action Plan Dedicated support and Online Dashboard for detailed view Succession and tax advisory support
One free review HUF and family business creation
Offshore Planning
Dedicated support and Online Dashboard for detailed view
Two free review