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Financial Planning

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Financial Partners takes the time to coach each client in their personal lifeline, identifying what their future financial needs are likely to be. In terms of balance sheet management, this means we assist clients in accumulating more wealth in the short, medium and the longer terms.

- Protecting your wealth and those dear to you

- Retirement planning

- Investment strategies

- Saving strategies

- Mortgage and debt

To meet with a personal trusted adviser, please contact us at  

Protecting your wealth and those dear to you:

With family and personal insurance policies, estate planning, wills, trusts and taxation strategies, protecting your wealth and those dear to you is our number one priority.

When it comes to insurance people fall into one of three categories: those who have too much, those who have too little, and those with just the right amount. Financial Partners can assist you by analysing your exact needs and carefully considering your budget.

Because of the highly competitive nature of the insurance market, it’s best to shop around for the most beneficial overall policy. As trusted advisers, we have already conducted this research and are well-positioned to save you a significant amount of time and money. We’re also here to ensure that you fully understand your policy.

We regularly review a comprehensive range of insurance types including life assurance, critical illness insurance, medical insurance, income replacement insurance and long term care insurance.

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Retirement Planning

No one wants to be forced to work beyond normal retirement age, to retire without enough income, or to live longer than their savings will allow. We all want the option to retire with dignity and at the time we choose. Financial Partners aims to make this goal a reality.

Our expertise enables us to assist you in creating and preserving wealth throughout your working life so that you can maintain the standard of living you have become accustomed to throughout your retirement.

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Investment Strategies

To many, the world of investment can be a confusing and a difficult world to navigate. Our trusted advisers can diligently walk you through the different asset classes and products to design an investment strategy that best suits you.

Complementing our advice, we can offer an extensive range of investment products including:

  • Various platforms to hold multiple investments, simplify administration and, potentially, tax advantageous
  • Bank accounts
  • Cash or cash-likes
  • Bonds
  • Equities
  • Property
  • Various Funds, including Exchange Traded Funds (ETFs)
  • Various Alternative Investment Strategies

Whether you prefer to delegate the management of your investment portfolio to us, or make your own investment decisions with full access to our researched advice, Financial Partners puts the power in your hands.

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Saving strategies

Saving a portion of your disposable income is the most common and accommodating way to build capital over time to fund expenses such as education fees, mortgages, or the down payment on a house. How you save and the products you utilise can make a significant difference to the end results. Our trusted advisers can help you make sense out of the proliferation of available products, and provide advice on the amount of regular saving needed to achieve your goal

In particular, we are frequently asked about savings to fund a child’s education expenses. Unfortunately, the cost of education is rising at a faster pace than the cost of living. So planning in advance with as much time as possible is essential to ensure that the necessary funds are available. Making the right choices can mean financial freedom for yourself and the opportunity for an excellent start in life for your child.


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Mortgage and debt

The wrong mortgage will cost you dearly over time. Our years of experience can help you decide the most suitable mortgage scheme for you.

The most common mortgage schemes available include (but are not limited to):

  • Variable: Normal high street rates that fluctuate as the prime / high street rate fluctuates.
  • Hibor:Interest rates that are linked to the interbank lending rates.
  • Fixed:An interest rate that is fixed for a set period of time.
  • Capped: An interest rate that still fluctuates according to the high street / prime rate but it has a ceiling as to how high it can go within a period of time.
  • Multi-currency: The debt, and therefore its interest rate, is a different currency than that of the property.

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