CLIENT’S BEST INTEREST
The IPP Financial Advisor works in your best interests in mind. In short, he or she is a client oriented professional.

NETWORKING WITH OTHERS PROFESSIONALS
A Financial Advisor does not replace your lawyer, accountant or anyone else with whom you have a professional relationship. Instead, he or she works with them and coordinates the planning process.

i.e. he or she can work with your accountant and tax advisors to make sure you have the benefits of appropriate tax strategies.

INVESTMENT PLANNING
The IPP Financial Advisor studies your investment needs and can either implement investment programs or coordinate efforts with your broker to ensure you have the advantage of the best vehicles to meet your goals.

Our Financial Consultant analyses your insurance needs and can either implement your program or work with your agent to make sure you have the right coverage and cash value built up in your policies.

THE FINANCIAL PLANNING ADVISORS PROCESS
You and your Financial Advisor will get to know each other, to explore ideas and establish goals, work towards compatibility and good working relationship. There are many tax-efficient investment vehicles to help you achieve your wealth accumulation and financial goals. The IPP Financial Advisor will liaise with reputable private bankers, international fund managers, investment specialists, property brokers and recommend the appropriate financing, tax and d investment product structure.

Following, he will ask you to complete a financial planning f act finder to establish where you stand with regards to living expenses, your income, insurance policies, assets and liabilities, present financial and investment plan, income tax position. Then you define your financial concern, important goals and objectives to determine your risk profile.

Next, he or she will analyse your report, before writing a plan specifically tailored to your situation.

Recommendations will be made and suggestions given to implement the written plan. The finished plan itself should represent your goals, your objectives and your personality.

Your plan should be reviewed periodically and, if necessary, revised in order to ensure that your financial goals are on tract.