Our Services
Outsourcing
A complete financial planning service for your clients
Planist offers a complete fee-based financial planning service. The client files are evaluated by a seasoned team with expertise in various fields. Finance, investments, insurance, legal aspect, tax elements, are all evaluated and covered within the scope of these advanced financial plans.
Our multi-disciplinary team works with you to structure and optimise the client’s assets and estate. While respecting the individual’s objectives and constraints, this method provides a conservative and attentive method of providing asset management services that cover all aspects of comprehensive and integrated financial planning.