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Financial Planning

Why is there a need for financial planning?
Whatever your level of income, you could do better with some financial planning, stretching out your money to get the maximum out of it. By being savvy in planning your wealth, you can give the best education to your kids, buy property, expand your business, reduce taxes, retire to regular income and most of all, relax peacefully.

Being with a competent wealth management company gives you a heads up on the financial planning front. Set goals that are within the purview of your present situation and plan to achieve them or get help of a Financial planner and stay on the course we set, in consultation with you. With in-depth understanding of all aspects of financial management, we factor in various assets, debts, goals and taxes that make up your’s or your companys situation and then decide on the best course of action. Financial planning covers -
Insurance Planning - Life & Health insurance for you and your family, the policies you are already holding and those that you should add or do away with are all suggested and done as requested.

 
Insurance Planning - Life & Health insurance for you and your family, the policies you are already holding and those that you should add or do away with are all suggested and done as requested.

Tax Planning - Reducing the taxes that need to be paid for various activities and investments adds to the pool of available finances.

Investment Planning - Thoroughly thought out investments that are in your best interest and get maximum gains with minimum risk are suggested and undertaken on your behalf.
Education Funding Planning - To ensure bright future of your children, a good education is imperative. But education in itself is a huge expense and making sure you have enough at the right time saves you a lot of trouble at the crucial time.

Cash Flow Planning - Vestra consulting is well versed in managing various aspects of your finances and among them cash flow is very important. A well planned cash flow enables you to time your outflow and inflow in a way that it keeps your payments within budget and your receipts are managed to help you attain the goals you are investing towards achieving.

Retirement Planning - Getting enough income to support your lifestyle when you retire makes your golden years stress-free.

Special Needs Planning - Caring for those who are dependent on you and for those with special needs requires financial planning as well.
We will define your options and based on your preferences, you can help us design a plan that covers all your present needs and makes allowance for maintenance of a similar lifestyle after your retirement.

Toknow more how we create your Financial planning model, Contact us.

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