Investment planning is a process through which you identify your financial goals and convert them into reality by building a plan. Investment planning is a primary piece of financial planning. At Meleco Wealth Management, we begin the process by identifying your goals and then matching them with your current financial resources.
In today’s world, there are numerous investment avenues you can choose from. Whether you choose equities, cash, bonds, and property, we will help you formulate a relevant plan depending on the funds we can invest in to achieve your objectives.
Our investment planning services cover:
The objectives of investment planning include: