Our

Advantage

We provide clients with a professional, systematic approach to financial planning.

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At FinPlanCo, we believe that our core principles set us apart from our competitors in financial planning. You can trust us to give you the best possible, unbiased advice.

We offer professional financial planning, consulting, and advice to individuals, businesses, and trusts. Our client-centric approach means that we consider the client's true needs before proposing a plan.
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We are in it
together

Do unto others as you would do unto yourself. We believe in testing and co-investing the investment strategies that we suggest to clients, as far as possible. We use the same financial planning process for our own friends and families, as we do for our clients. That makes us different. That makes us personal.

Diverse
skillsets

We believe that a team approach to financial planning translates to a comprehensive plan. As a team we have complementary skill sets and competencies such as investment structuring, tax planning, offshore knowledge, long term insurance setup, and more.
Meet the team
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Independent
& long-term

Independence is one of the single most important beliefs we hold true to. Independence is not measured by the number of products or structures available to a planner, but rather by how prudently a planner considers, and then uses, what’s available to them. Objective advice is the key to being truly independent and not having to rely on product providers to generate fees.
The benefit of being independent financial planners is that we don’t need to have terms of business in place with a particular asset manager, product provider, life insurer or platform. If it falls within the scope of our FSP licence categories, we can place and advise clients on a bevy of financial solutions.
The only service that can truly be considered financial planning/advice in the truest sense of the word is independent, unbiased financial advice, backed by competence and ethical practices.
We use planning processes and procedures that have stood the test of time. It is wiser to use investment theory that has been developed over decades, rather than relying on short-term historical events or outcomes.

Clear & impartial

Our impartial advice allows us to represent our clients' interests. Our business structure is based on this value. When dealing with any financial industry participants, whether they are representatives, suppliers, or industry representatives, we advocate and represent our clients' best interests. ​ We believe in the use of rational planning thought processes and-procedures, that are built on a series of logical assumptions to provide advice to our clients. Emotional bias and -interference lead to compromised decision making. When providing clients with advice we strive to deliver it in a clear and uncomplicated way. No cryptic jargon, no bullsh*t.
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Diligent and
research-driven

We make recommendations based on a careful evaluation of and monitoring of the client's financial situation.

A diligent, proactive practice allows us to consider the possible outcomes for clients by relying on information gathered prudently and confidentially in order to provide our advice.

We Identify the most viable strategies, investments, products, plans and structures by conducting documented, detailed evaluations and screenings.
Investment selection methodologies and due diligence evaluations are among these processes. Methodical first-hand evaluations of the investable universe are the basis for our recommendations.

Appropriate, relevant
& up-to-date

We believe every individual should have an appropriate financial plan. One size does not fit all and we strive to ensure that every plan we create is ideal for the particular client. While this is true, we realize that every client needs a financial plan that covers several basic planning concepts and structures.​

To avoid compromised decision-making, we also strongly believe that financial planning outcomes should be evaluated using the appropriate measurements (e.g. investment term or benchmarks). When considering suitability for clients, we incorporate strategies for risk reduction, diversification, and cost management.

Additionally, we believe in continuous professional development (CPD) and the evaluation of new methods and practices. Our ability to evaluate new products and financial planning methodologies keeps us at the forefront of the industry's development. Through CPD hours well above the minimum required, FinPlanCo's planning team keeps abreast of legislative and industry development.