At Nadero, financial planning is the practice of reviewing and evaluating your current financial situation and implementing measures that protect what you already have and move you closer to your desired financial goals, sure in the knowledge that your future finances are in good order.
The Nadero plan is made up of 6 elements:
You can devise and monitor the progress of your plan yourself. It is not always necessary to involve a financial planner to put our finances in order, although using a professional, someone who knows and understands the available products and services, such as Nadero, can bring massive rewards. A financial planner appreciates the subtleties needed to get you where you want to go, sooner and cheaper. As with all specialists, it helps to speak with them to ensure you have covered all the areas that a novice sometimes wouldn’t consider or take into account.
A financial adviser is someone that assists and advises an individual or company to develop a strategy to achieve long-term financial goals. A financial planner is one category of financial adviser that focusses on a particular aspect of the overall financial picture. Financial planners are the ones that help you devise particular plans to help you achieve your objectives.
Nadero is a wealth and investment management company that specializes in financial solutions which are designed for clients who expect more. We offer made-to-measure solutions to help you reach your financial objectives. For more information about financial planning or to get in contact with us about any of our other services, please contact us.