Family Solutions
Tailored Investment Solutions to help secure your family's future
So far, the industry focuses on “Which fund / investment is right for you?”.
At IME, our question is “What do you want from your life and when would you like to achieve it? What will free you from your worries?”
A financial plan is not just about where to invest your money. A financial plan is a way for you to be able to plan to achieve what you want and need from your life.
While from a technical perspective, this means we will find the right investment category and asset class that fits your needs, what it actually means is that we make your money for you.
The Benefits of a Clear Financial Plan
Visibility of Fund Requirements
Clarity on funding of large & lumpy longer-term life goals. Gain confidence on being able to meet all your families core desires.
Superior Portfolio Construction
A better sense of your true Investment Horizon, drives superior asset allocation decisions & helps you deal with market volatility.
Solve lumpiness of Life Goals
Longer-term life goals are very large & lumpy. A strong financial plan helps you convert these to smaller, manegable monthly systematic investments.
Dealing with Inflation
Harness the power of compounding to ensure your money grows faster than inflation, helping you achive large longer-term goals with ease.
