Financial Planning
Stanbic IBTC Asset Management Limited offers unique Financial/Wealth Management Solutions. Our unique service offerings are designed to help individuals set and clarify financial goals, maintain personal financial statements, understand the time value of money and cultivate a disciplined cash flow management system
Some of the benefits
Convenience
You can transact from anywhere with our online platforms (Mobile App and Web Portal)
Diversification
Our Mutual Funds mitigate investment risks by investing across a diverse range of assets thus avoiding concentration risk
Flexibility
Our array of investment products are designed to suit your financial needs. You can easily subscribe for/and redeem your investments
Security
Invest with us with the knowledge that your investment is safe
Myths
- You only need to start financial planning when approaching retirement. Financial planning is a life-long process. The earlier you start, the sooner you can enjoy the benefits – and the more time you have to grow your savings
- Financial planning is just another name for investing. Financial planning is more than just investment. Rather, it is about the big picture: bringing together all aspects of personal finance to achieve your financial goals.
- Once you finish your financial plan, you do not have to think about it again. Financial planning is not a one-time deal! You should revisit and review your financial plan regularly to make sure you are on the right track towards achieving your goals.
You need a lot of money to do financial planning. Everyone can benefit from financial planning, not just multi-millionaires! No matter how much income or savings you have, you can always benefit from having a clear plan for your finances
Importance
- Satisfy today’s financial needs by monitoring your savings and expenses
- Save for emergencies by providing a financial cushion to deal with unexpected crises
- Meet future financial goals by helping you to plot your course such as buying a house and getting married.
- Plan for your retirement by amassing enough wealth to meet your future expenses.
- Provide protection for you and your family by having the right insurance in place if something goes wrong
To commence your financial planning journey , please send an email to - [email protected]
About
Financial planning does not only involve investing money and building your wealth; but also your credit and tax obligations, planning for a family, everyday spending, setting up your home, saving for your children’s education fund, and saving for retirement – as well as protecting yourself and your family with suitable insurance policies and arranging your estate. All these facets of your financial plan are interconnected. Financial planning is an important life skill to help you plan for your future and take better control of your financial goals by helping you to set realistic plans, evaluate alternatives and take effective measures.
Stanbic IBTC Asset Management Limited offers unique Financial/Wealth Management Solutions. Our unique service offerings are designed to help individuals set and clarify financial goals, maintain personal financial statements, understand the time value of money, and cultivate a disciplined cash flow management system. During the financial planning /financial fitness sessions, participants would gain an understanding of the importance of goal creation, the impact of inflation, longevity, and implications of managing market volatility, educational trust and estate planning whilst we introduce them to a range of investment vehicles available in local and international financial markets.
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Myths
-
Importance
-
About
- You only need to start financial planning when approaching retirement. Financial planning is a life-long process. The earlier you start, the sooner you can enjoy the benefits – and the more time you have to grow your savings
- Financial planning is just another name for investing. Financial planning is more than just investment. Rather, it is about the big picture: bringing together all aspects of personal finance to achieve your financial goals.
- Once you finish your financial plan, you do not have to think about it again. Financial planning is not a one-time deal! You should revisit and review your financial plan regularly to make sure you are on the right track towards achieving your goals.
You need a lot of money to do financial planning. Everyone can benefit from financial planning, not just multi-millionaires! No matter how much income or savings you have, you can always benefit from having a clear plan for your finances
- Satisfy today’s financial needs by monitoring your savings and expenses
- Save for emergencies by providing a financial cushion to deal with unexpected crises
- Meet future financial goals by helping you to plot your course such as buying a house and getting married.
- Plan for your retirement by amassing enough wealth to meet your future expenses.
- Provide protection for you and your family by having the right insurance in place if something goes wrong
To commence your financial planning journey , please send an email to - [email protected]
Financial planning does not only involve investing money and building your wealth; but also your credit and tax obligations, planning for a family, everyday spending, setting up your home, saving for your children’s education fund, and saving for retirement – as well as protecting yourself and your family with suitable insurance policies and arranging your estate. All these facets of your financial plan are interconnected. Financial planning is an important life skill to help you plan for your future and take better control of your financial goals by helping you to set realistic plans, evaluate alternatives and take effective measures.
Stanbic IBTC Asset Management Limited offers unique Financial/Wealth Management Solutions. Our unique service offerings are designed to help individuals set and clarify financial goals, maintain personal financial statements, understand the time value of money, and cultivate a disciplined cash flow management system. During the financial planning /financial fitness sessions, participants would gain an understanding of the importance of goal creation, the impact of inflation, longevity, and implications of managing market volatility, educational trust and estate planning whilst we introduce them to a range of investment vehicles available in local and international financial markets.