FINANCIAL PLANNING
At MaxMargin Accounts, we believe that our clients should not only grow their businesses, but they should also build their wealth and protect their assets. Financial planning is an essential component of wealth creation and with our strategic alliance with leading financial planning groups enables us to service your needs.
The process of Financial planning involves the formulation of a strategy which is tailor-made specifically for you and to suit your financial needs and take into account various factors such as your current financial resources and income sources, age, lifestyle, investment experience, risk profile and investment time horizon.
The financial planning process involves a series of meetings and discussions where our financial planners take you carefully through each step of the process:
- Initial Meeting
- Fact Finding (Information Gathering)
- Preparation of a Financial Plan (Statement of Advice)
- Meeting to Discuss the Financial Plan
- Plan Implementation
Our commitment towards your financial security goes well beyond your initial financial plan. We do not merely ‘set and forget’ and as your needs and circumstances change, we help you adjust your original strategic recommendations and accommodate the changes bought in your life. In consultation with you, we will regularly review the performance of your investments and make recommendations based on current trends, changes in laws and your personal circumstances. The frequency of the periodic reviews will be agreed with you depending on your particular needs.
We extensively work with highly committed and ambitious entrepreneurs and business owners who have recognised the value of marketing and are willing to invest in their business. They are prepared to work hard but also desire to work smarter to ensure maximum outputs and returns from their efforts.
We highly recommend business owners who wish to grow their personal wealth along with their business to just call us and book an appointment with one of our many tax consultants. We can discuss your business and personal needs and financial goals, and we shall customise and design a bookkeeping, financial and tax planning suitable for your long-term individual and business goals.
