Financial Planning

What is Financial Planning?

Financial planning is about you and your money. It involves (1) identifying your goals, both qualitative and quantitative, and (2) using planning strategies, which include identifying your risk tolerance, investment objectives, and time frames in order to achieve your goals.

Many people typically buy investments without a well thought out financial plan. This can lead to trouble down the road.

At Mega Equity, financial planning is a long term approach to managing client relationships. Our goal – oriented process assists clients in organizing their financial information and understanding their financial situation.

The financial planning process includes helping our clients to identify their financial goals, prioritize these goals and then implement strategies to achieve these goals.

Here’s how it works:

Step1. Profile meeting: You will meet for about an hour with one of our Certified Financial Advisors to gather some information about you and your family’s goals, needs and resources.

Step 2. Prepare Plan: Your data will be analyzed and a financial plan will be developed based on the information you provide us.

Step 3. Present & Implement: Within 2-3 weeks, we will review your plan together and you can then decide if you want to implement the steps needed to set the plan into action.

Step 4. Update & Review: Your personal Financial Advisor will monitor and update this plan with you on a regular basis to ensure that we are on target with your goals and objectives.

These four steps are the key to your financial plan, and the key to your financial future.

Remember, financial planning is not a one-time event. It is a process that will put your money to work for you and enable you to achieve your financial goals. Results do not occur overnight…..they take place over time. Your personal Financial Advisor at Mega Equity will be there for you throughout this effort, to assist you in achieving your financial goals.

This is why we at Mega Equity believe in doing first things first.

Initial Fee for setting up a Financial Plan:

Clients will be charged a one off €250.00 upfront fee for the Mega Equity Financial Planning service. Clients may pay for their financial plan by debiting their investment account or they may pay with a personal check.

Mega Equity and its Financial Advisors do not provide tax or legal advice. Therefore, please consult your personal tax advisor or attorney for matters involving taxation and tax planning and your attorney for matters involving personal trust and estate planning.

For further information about setting up your own financial plan, please contact us at + 357 22 711 711 and ask to speak with a Certified Financial Advisor.