YOUR FINANCIAL PLAN
STARTS WITH LIFE PLANNER.
You have just made an important step towards sorting out your financial life. A financial plan from PARTNERS GROUP BG will help you save, combine the best financial products and plan your future according to your wishes.
To help you start the process, we have also developed an original and unique tool - Life Planner – thanks to which you can clearly picture your situation and plan your goals with our expert.
And then your financial plan may be created.
AND NOW WE WILL CREATE THE FINANCIAL PLAN ITSELF
4 MAIN FACTS ABOUT THE FINANCIAL PLAN
WHAT IS A FINANCIAL PLAN?
The Life Planner financial plan is a unique product of our company which we developed in 2014. It is a comprehensive and detailed summary of all your life’s needs together with expert financial guidance on how to attain them. It could also be called a “major clean-up” of all your financial and life resources.
The financial plan changes together with you; you can constantly come back to it with your financial expert from PARTNERS GROUP BG and adapt it to your current life situation so that it works best.
WHAT CAN IT DO?
- It will look after your income,
- housing,
- children and family,
- property,
- organize a decent annuity,
- evaluate assets, and
- create a financial reserve.
HOW DO WE CREATE IT?
With Life Planner we find out your life’s needs, goals and desires.
Analysis of personal finances
- We will discover your goals;
- Analyse the current status of your assets and financial portfolio, and;
- Analyse the possibilities resulting from financial flows.
Implementing the financial plan
- We will optimize existing contracts, and;
- Propose new solutions according to priorities to reach your goals.
24/7 Customer service
- We will be in regular contact with you; we will update and modify the portfolio in the financial plan
WHY THE FINANCIAL PLAN FROM US?
When creating a financial plan, we consider the individual needs of our clients and propose solutions which are really best for them. We independently assess financial products on the market and thus tailor-make the financial plan to our customers.
Are you thinking about a financial plan? Send us your contact info and we will be in touch to arrange a free consultation.
