Financial Planning

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A financial plan isn't a simple roadmap or a box-ticking exercise.

With Galileo Capital as your partner, financial planning becomes a personalised process that leaves you feeling more knowledgeable and empowered to make smart decisions about your hard-earned money as you accumulate your wealth.

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DEFINE THE PROFESSIONAL RELATIONSHIP.

We establish and define the professional relationship between ourselves and our clients so that each party knows what to expect.

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GATHER ALL THE NECESSARY INFORMATION.

We then gather all the necessary information that we need on our client including: current financial position and personal financial goals.

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ANALYSE OUR CLIENT'S FINANCIAL POSITION.

After which we then use the information above to analyse our client's financial position.

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WE PRESENT OUR SOLUTION.

We prepare and present our solution and recommendations. This ensures you approve and are in agreement with the way forward.

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IMPLEMENTATION.

We then implement the plan once approved in step 4. This means we are now in action and your process has started.

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REVIEW AND MONITOR.

Finally, we review and monitor our client's financial position and investment strategy at least annually.

Ready to create your financial plan with us?