Strategic financial planning forms the foundation for long-term financial success. To this end, FIRSTGLOBAL applies experience and sophisticated systems and methods to ensure that clients receive objective and sound advice on which to base their ever important investment decisions.
This happens within a framework of strategic GLOBAL financial planning in order to OPTIMISE estate security and value.
The financial planning process involves:
The collection and analysis of details;
Presenting proposals regarding: Risk cover; Investments; Retirement planning; Estate and tax planning; and