WHAT WE DO

Professional, Independent Financial Advice

Professional, Independent Financial Advice

Professional, Independent Financial Advice

PERSPECTIVE

Making the most of your wealth is an important part of life. It’s a way to fund experiences, support your family and enjoy treasured moments. As financial planning professionals, our priority is to help you grow, leverage, protect and ultimately transfer your wealth so that you can do just that.

At MyPlan, we believe that efficient and effective personal financial planning demands the accurate assessment of your immediate and future financial needs. Therefore we undertake an intimate and intuitive understanding of the individual circumstances of you and your family to ensure that every eventuality is catered for, and that your long-term wishes, goals and objectives are honoured, right from the start.

A HOLISTIC APPROACH

Integrated Lifestyle Financial Planning

At MyPlan, we offer no generalist solutions. We don’t sell you products that you don’t need, nor do we invest your hard-earned money according to your personality or appetite for risk. Through integrated lifestyle financial planning, we shift the focus from planning for your money to planning for you.

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