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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.

To see Financial Plan model click here