Executive Senior Financial Planner
CurrentI specialise in holistic financial planning for individuals. Here's what it entails:(a) In-depth analysis of financial well-being ► Debt & leverage assessment► Cash-flow management & optimisation► Financial ratios analysis (b) Bespoke insurance portfolio planning and optimisation► Insurance portfolio optimization, dependent on individual exposure to financial risk.(c) Investment planning and asset allocation► Individual risk assessment► Investment portfolio assessment► Personalized asset allocation strategies(d) Retirement planning► Creation of lifetime recurring passive cash flows► Asset allocation and risk management► Wealth creation & estate planning