In order to plan for our client’s retirement, we go through a five step process, which are:
Vision:
We start by getting to know each other. We want to understand your unique circumstances, personal objectives, and what you are concerned about most for retirement.
Assessment:
We seek to understand where you stand financially in terms of retirement savings and investment and whether your current portfolio matches your future retirement needs and goals.
Strategy:
Create a strategy that will help you work towards your retirement vision. This customized retirement plan typically includes an Income plan, Investment plan, Tax Planning and even Estate Planning.
Action:
At this stage, we implement our strategy and carry out all the required paper work and other requirements of the process.
Ongoing Relationship:
We constantly monitor and adjust your strategy, and even assist you post retirement.
To deliver customized solutions to clients consistently and methodically we provide an integrated retirement planning platform for client servicing and planning.
Our key features include:
Web-based application to capture, analyse and deliver end-to-end solutions,
Secure login with anytime, anywhere access,
Client records for future evaluation and re-balancing,
Personalized reports and solutions backed by credible research
