Financial Goals Planning and Management

We Work With Individuals and Families in All Phases of Life.

Your personal finances and investments can become overwhelming and complex. At Sampadha, our main goal is to simplify your financial life.

Sample Financial Plan

Financial Goals Planning and Management:

1. Life Events Assessment, Prioritisation and Planning
2. Stages of Life Issues and Considerations
3. Milestones Analysis
4. Unique Requirements and Strategies
5. Missed or Non Considered Life events Analysis
6. Key Concerns Analysis and Prioritisation
7. Life Goals Assessment, Prioritisation
8. Segregation of Goals for Tax Benefits
9. Statement of Goals, Prioritisation and Planning
10. Allocating money, assets, liabilities for Goals
11. Develop Savings Strategy for Goals (Lumpsum vs Regular vs Combination)
12. Tax Optimisation for Goals Assets

Are we right for you?

Find out if we’re a good match for your financial planning and investment management needs. We offer a free, no-obligation consultation to help us get to know each other. We can meet by phone, in-person, or online.

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