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1 ESTABLISH A CLIENT-PLANNER RELATIONSHIP
Your financial advisor will work towards a "meeting of minds" to understand your aspirations. With this compatibility established, he will be able to work with you towards meeting your expectations and achieving your financial goals.
2 CLIENT DATA GATHERING AND DEFINING GOALS & OBJECTIVES
Your advisor analyses your present situation by collecting and assessing all relevant data – assets and investments, wills, insurance policies, tax returns, employee benefits, sources of your income and your expenses. He then helps you identify financial and personal goals and ensures that they are realistic.
3 ANALYSIS OF CURRENT FINANCIAL PLAN
Your advisor focuses on specific problems that stand in the way of those goals. I.e. Inadequate cash flow, unnecessary tax payments, wrong kinds of insurance and investments.
4 DEVELOPMENT OF COMPREHENSIVE FINANCIAL PLAN
Your advisor prepares a written plan with using IPP’s very own and well-proven modules, namely:
- Wealth Protection
- Wealth Accumulation
- Wealth Management
- Wealth Distribution
With this, he will come up with specific recommendations to help you stated goals.
He or she looks for ways to achieve them and offers alternative solutions.
5 IMPLEMENTATION & EXECUTION
Your advisor offers ways to implement the recommendation or alternatives coordination with others specialists, i.e. offshore tax, financing structure and investment to increase cash flow and capital gain.
6 PERIODIC REVIEW & UPDATE
You benefit from periodic reviews and revisions of your plans. Your plan should be updated to account for changes in your life, in current economic conditions and in new investment opportunities. Periodic reviews show the progress you are making in reaching your goals.
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