Financial Planning

Being an Associate Financial planner Insurance and risk management undertake to assist clients in the financial planning space. This would involve identifying major financial goals and build a step by step plan and implement those plans to meet the set goals. This would involve need and risk analysis.

Services Offered

• Assess and analyze the current financial situation.
• Identify financial goals and set out the time frames.
• Establish financial plan commensurate with the risk appetite.
• Advice and Act on the agreed upon risk management / mitigation strategy to optimize financial risks and achieve financial goals.
• In frequent touch with you to service all your needs.

For more detail contact now by email to jay@aaainvestmentor.com or sms to 9841057605