Spend, Save and Invest Smartly

Who is a Financial Planner



A professional who helps individuals to set and achieve their long-term financial goals, through investments, tax planning, asset allocation, risk management, retirement planning, and estate planning is known as a Financial Planner. The role of a financial planner is to find techniques to increase the client's net worth and help the client to achieve all of his/her financial objectives.

A financial planner is a practicing professional who helps people deal with various personal financial issues through proper planning, which includes the following but is not limited to these major areas such as: cash flow management, education planning, retirement planning, investment planning, risk management and insurance planning, tax planning, estate planning and business succession planning (only for business owners). The works engaged in by these professionals are commonly known as personal financial planning. In executing the planning function, he (financial planner) is guided by the financial planning process to create a financial plan for a client's specific situation and to meet his specific goals.

Financial Planning
Tax Planning
Investment Planning