FINANCIAL PLANNING INFORMATION

Financial Planning differs from person to person but it tends to fall into two broad categories:

Providing for predictable events

Providing for unpredicatbale events

A predictable event requires the accumulation of money with a specifc purpose in mind, e.g. property purchase, children�s education, retirement.

An unpredictable event is one that may occur at any time, e.g. illness, unemployment, death. A basic principle of Financial Planning is that people should make provision for unpredictable events before committing money to investment needs for the predictable events.

The main areas that you and your family need to prioritise for Financial Planning encompass the following:

Life and health protection planning
Wealth creation
Savings and investment planning
Education savings plans
Retirement planning
Wealth protection
Inheritance planning

AFFILIATIONS

Some of the blue chip financial institutions our clients deal with and with who we help them in administering their policies are: -

RL360
Standard Bank Isle of Man
Zurich
Atlas
Hansard
Friends Provident
Skandia
Generali
William Russell