Financial Plan

The foundation of Plan & Act’s process and ongoing Investment Advice services is your personalized Financial Plan. Through our “chat-like” interview process, we’ll gather the information necessary to create your own, unique “roadmap” for financial freedom.

What you get:

  • An Objective Financial Plan accompanied by Recommendations to help you accumulate sufficient financial resources for retirement and other major life events.

  • Holistic Analysis of your financial matters in order to utilize long term tax benefits to the maximum.

  • Recommendation of the right Financial Risk Capacity and Asset Allocation for you based on your financial and personal circumstances.

  • Objective Investement Advice Services to help you implement your financial plan with Ongoing Investment Advice provided on a quarterly basis to make sure your investments stay on track (for an additional charge).
All this for only: $199!


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