Financial Planning is a process that helps you identify your financial goals and ways to achieve them. We approach the planning, execution and servicing in a particular way, and refer to it as your Financial Planning Journey.
The journey starts by protecting your current assets, it next focuses on growing them before fulfilling some of your life’s goals, all achievable thanks to strategic money making decisions we advise you on. Personal financial planning covers family protection, savings & investments, estate planning and taxes
Most of our clients come to us looking for financial advice because they have reached a point in their lives where they are able to comfortably save a percentage of their income each year. Some clients come with a specific goal in mind, such as education fee planning for their children, or it could be after they received an inheritance and needed investment guidance. Many of them need a plan to reach their retirement goals, often admitting that the state and company pension are not going to be enough.
Our approach to personal financial planning always starts with an informal conversation. We like to get to know your individual circumstances and tailor our advice to your specific requirements. We will help you create a financial plan that is personal and that meets your goals. Let us find the best ways to protect and grow your wealth. We can help you:
Contact Platinum Financial Services to help you through your financial journey.
Platinum Financial Services offers a wide range of corporate solutions helping to satisfy a wide range of protection, employee retention and admin needs of a modern company. Our services include group insurance solutions, MPF fund allocation advice and group retirement plans to help you retain talent and run your company smoothly.
The information, including but not limited to, text, graphics, images and other material contained on this website are for informational purposes only and do not necessarily reflect the views of Platinum Financial Services. The purpose of this website is to promote broader understanding, knowledge and awareness of various financial, behavioural and economic topics. It is not intended to be a substitute for regulated professional investment advice. Always seek the advice of a regulated investment adviser with any questions you may have regarding your specific investment needs or concerns.
Platinum Financial Services does not recommend or endorse any strategies or ideas mentioned on this website. Reliance on any information appearing in this blog is solely at your own risk.
