Family Financial Planning
Proactively manage your family's income and expenses.
Service Description
Putting in place a financial plan for your family for current, future and emergent needs, goals too, through the use of life assurance products, medical funds, education plans, and tax-free savings plans. Comprehensive estate planning will also be included in such a financial plan, to ensure clear rules of succession and inheritance, and to most importantly preserve the dignity of your family's estate. An additional focus will be on your financial goals for retirement, and to assess if your current retirement plan matches these goals. We will also delve into your current pension plan, and assess for any needs such as pension transfers or consolidation.
Cancellation Policy
All meetings are in English. To cancel or reschedule, please contact us at least 24 hours before the meeting. No refunds or returns would be made if any appointment with us is cancelled or rescheduled within 24 hours.
Contact Details
Paramount Building, 1501 Broadway, New York, New York 10036, USA
AXA Southside, 38 Wong Chuk Hang Rd, Hong Kong Island, Hong Kong
Friedrich-Ebert-Anlage 36, Frankfurt, Germany
+1 (332) 895-6124
claudemachiha@diversitaswealth.com