Home What we offer Why Financial Planning

Why Financial Planning

Home What we offer Why Financial Planning

Why Financial Planning

by beyondlife
Most of us have dreams and goals, milestones we want to achieve and responsibilities that we want to fulfil to the best of our ability.

As we go through life, and its various stages, financial planning is one aspect that is most essential. And somehow most neglected. And yet, if you had a partner who’d help you along the way it would be so much better, easier, so much more stress-free.

At Beyond Life, we believe that every little goal or dream that we have can do with some planning. Planning that makes the goal achievable and gives you the peace of mind that can go along with it. It could be planning for retirement. Your children’s education. Buying a new home. Or your next international holiday. If it is important to you it is important to us, and it is important to plan for.

Working with us is a very simple exercise. Our way of working is more as an advisor, a confidante and guide. First a suitable Planner is identified for you. Followed by a meeting at the place of your convenience to help our planner understand what you need to plan for given your life stage and to provide for the future.

Once that is done our planners will assess what you already possess, across different instruments such as Fixed Deposits, Insurance, Mutual Funds, Equity, and recommend a tailor-made plan unique to you. At the end of the exercise, you will have a clear document that will outline all your investments across key time periods.

Once agreed with you this document is used as a road map to achieve your goals. Closely monitored and followed by your Planner, necessary course corrections are made along the way and to adhere to changes in your life. The entire process is stress-free, interactive and conducted with you at the centre of it.