Services>ACCOUNTING>Financial Consulting

Financial Consulting

We assist our clients make their financial planning. Financial planning cover all areas of the client’s financial needs and result in the achievement of each of the client's goals as required. The scope of planning would usually include the following:

  Risk Management and Insurance Planning

  Managing cash flow risks through sound risk management and insurance techniques

  Investment and Planning Issues

  Planning, creating and managing capital accumulation to generate future capital and cash flows for reinvestment and spending, including managing for risk-adjusted returns and to deal with inflation

  Retirement Planning

  Planning to ensure financial independence at retirement including 401Ks, IRAs etc.

  Tax Planning

  Planning for the reduction of tax liabilities and the freeing-up of cash flows for other purposes

  Estate Planning

  Planning for the creation, accumulation, conservation and distribution of assets

  Cash Flow and Liability Management

  Maintaining and enhancing personal cash flows through debt and lifestyle management