Preparing a financial plan is the first step toward achieving your personal and family goals. To help us prepare the most effective plan, we advise new clients to provide information on the below:
Consistent monthly income such as:
• Salary
• Rental income
• Other recurring income such as pension benefits
Expected outflows:
• Utility bills (Mobile, electricity, water bills, service charges etc.)
• Debt servicing (Mortgages and loans)
• Transportation costs (Car financing, insurance, public transport etc.)
• Taxes
Once the information above has been analyzed, we then look at what you want to achieve financially.