Business & Personal Finance Planning
Managing the creation of your personal wealth goals
There is a lot of ignorance about money and how best to improve your future.
We deal on a daily basis with businesses, banks, financial institutions and understand how economic factors play a part in your financial wellbeing. We will sit down with you to get monthly, annual and life time financial goals that are manageable and achievable. From experience we know what works and what doesn’t.
Your investment in our services is about achieving your business goals, family goals and work life balance.
Our Business & Person Finance Planning Services
Most business people are too busy to manage their own affairs. We review your personal net wealth every year and help you in achieving your goals. We can also help you manage your investment portfolio.
Details about this are provided in the package of services information.
Structuring your investment portfolio based on your risk preferences is important. Patel Pike and Associates Ltd can place investments for you and report quarterly or half yearly on your portfolio performance.
We also manage all the necessary administration associated with your investments and provide our compliance specialists with the information for them to prepare necessary returns.