Financial advisory built around your goals
Good financial planning isn’t about complexity. It’s about clarity. We help you understand your options and set a strategy to achieve your financial goals, so you can make confident decisions at every stage of life.
Why choose us for your financial planning needs
Goals-based financial planning
Our financial advisors can help you create a financial plan that balances today’s needs with your future goals
Financial stability at your fingertips
Personalised guidance to help you on the path to the life that you envision
A true partnership
We check in regularly, guiding you through every major life moment
Global reach with local support
Our global exposure gives unique oversight into offshore structuring, global investments and cross-border planning
Ready to take control of your financial future?
Start with a conversation about your goals and discover how a financial advisor can help you build a roadmap for the future.
When life happens
Goals-based Financial Planning
Our financial advisors can assist you in creating a financial plan that enables you to achieve specific goals.
Life Events
We can help you plan and prepare financially for those significant events in your life.
Your financial life all in one app
Take control of your financial life with the My360 app.
Frequently asked questions about financial planning
What is the purpose of a financial plan?
A financial plan provides a complete outline of your current finances and financial goals ,and a roadmap to achieve those goals. Creating and having one is an important step towards securing your financial future, helping you manage your money more efficiently and make informed decisions about your finances and lifestyle.
While most financial plans focus on the same key areas, how you organise and prioritise your goals will depend on your life stage, lifestyle and current circumstances. For example, your financial goals in your 20s will likely be very different from your goals in your 60s. As your life changes, your financial plan should change with it.
How much does a financial advisor cost?
Should you decide to take up a product recommended by your financial planner, advice fees may apply. These fees vary depending on the type of product selected, such as life cover or investment products. Any applicable fees will be agreed, disclosed, and clearly explained to you by your financial planner before you commit to the product.
What are the basic steps of financial planning?
- Meet with one of our financial advisors
- Discuss your financial status and financial goals
- Review the financial recommendations from our financial advisor and ensure it aligns with your needs and wants
- Choose how you want to implement the plan
How often should I review my financial plan?
Your financial plan should be reviewed regularly with your financial advisor, especially when your circumstances change due to:
- marriage or divorce
- having kids
- changing jobs
Do I need a financial plan if I already have investments?
A financial plan looks at your full financial picture, not just individual products, to ensure your investments, protection, retirement, and long-term goals all work together effectively.
When should I start financial planning?
The earlier you start, the more flexibility and opportunity you create. However, it’s never too late to put a plan in place and improve your financial position.
Is financial planning only for wealthy individuals?
Financial planning is valuable at every stage of life and income level. Whether you’re starting your career, growing your wealth, or preparing for retirement, a financial plan can help you make more informed decisions.
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