PERSONAL FINANCIAL PLANNING SERVICES
INTEGRATED FINANCIAL SERVICES
Financial, Education, Insurance
Understanding your personal financial needs and aspirations is important to us, and crucial in the creation of your customised financial solution to include wealth management services such as personal financial planning, investment and lifestyle management, personal risk planning and management, child education planning, care-free retirement planning along with the structuring of such personal investments and assets for tax effectiveness.
INTEGRATED FINANCIAL SERVICES is an independent financial advisory firm offering Personal Financial Services, namely:
~ PERSONAL WEALTH MANAGEMENT - Through our proven expertise and trusted independent and unbiased approach to financial advice and wealth management we can help you to create, manage and protect your wealth to secure your financial future.
~ PERSONAL INVESTMENT MANAGEMENT - Helping you plan for your future and build long-term personal wealth.
~ CHILD EDUCATION PLANNING - Designing a disciplined investment plan to ensure that your child’s future is built on the foundation of a quality education.
~ PERSONAL RETIREMENT PLANNING - Designing a disciplined investment programme to ensure comfortable living in your later years.
~ ESTATE PLANNING - Wealth preservation for you and your heirs.
, Child Education Funding
, Education Planning
, Financial Planning
, Investment Planning
, Life Insurance
, Retirement Financial Services
, Wealth Management