Financial Planning



IIMG offers financial planning services to clients around the world. We can assist locals and expats to plan for their future with the end goal of financial freedom. We’ll be supporting you every step of the way, from coming up with the blueprint to seeing it through to fulfilment.

What is financial planning?

Financial planning is the process of analysing an individual or family’s finances and assets and developing strategies to achieve an end financial goal. Consequently, financial planning may delve into different areas of finance, including but not limited to:

  1. Taxation
  2. Inheritance
  3. Investments
  4. Estate planning
  5. Insurance

The specific financial planning services you require will depend on your financial position and long-term objectives.

Why is financial planning important?

The primary reason you should consider financial planning services is that it helps you manage your money today for a better tomorrow. By taking action early, you could enhance return on investments, improve cash flow, retire earlier and most importantly – achieve financial freedom quicker.

Financial planning is especially important for expats who may be unsure of how their residency, tax residency and domicile status can affect their financial future. It’s best to seek expert support early if you are unsure.

Are you planning to fail?

Failing to plan for your financial future is planning to fail. Don’t delay and contact IIMG today to get started. We’re on hand to discuss the opportunities available to you to assist you in achieving your financial goals.

Request a Call Back