Introductory Meeting

Service Description

Second only to physical/mental health, the financial health of any individual or family is of paramount importance. Financial planning allows you to achieve your financial goals, be it buying a family home, saving for children’s education or having a comfortable retirement. It also prepares you for unforeseen situations and emergencies like falling sick, losing your job, or having to renovate your house. My role is to help clients create a plan that covers budgeting, insurance, mortgages, investments, taxes, retirement planning and estate planning.