As Life Requires certain Needs / Wants – Termed as Goals Need Sufficient Financials to Attain such Goals.
Wealth Munshi’s Prime Focus is on Investor’s Goals .
a) Financial Health Check
b) Detailed Personalised Report
Reviewing, prioritizing your goals & objectives.
Developing a summary of your current financial situation, including a net worth statement, cash flow summary & insurance analysis.
Reviewing your current investment portfolio & developing an asset management strategy.
Developing a financial management strategy, including financial projections & analysis.
Completing a retirement planning assessment, including financial projections of assets required at estimated retirement date.
Assessing estate net worth and liquidity.
Identifying tax-planning strategies to optimize financial position.
Presenting a written financial plan that will be reviewed in detail with you. It will contain recommendations designed to meet your stated goals & objectives, supported by relevant financial summaries.
Developing an action plan to implement the agreed upon recommendations.
Referral to other professionals, as required, to assist with implementation of the action plan.
Assisting you with the implementation of the financial plan.
Review if necessary to revise your financial plan.