Financial Planning

Investment management and financial planning the right way!

 

Customized Financial Planning & Investing

Life is full of twists and turns; life partners, children, and elder parents to care for, changes in employment and marital status, successes and challenges in business and investment, all combine to make the future uncertain but full of possibilities.

plan

Financial planning

The IWG financial planning process recognizes this uncertainty and understands that a comprehensive plan that adapts as your situation will change with time. Realizing future goals and dreams and providing for those who depend on you is greatly enhanced with guidance from an IWG professional and a carefully monitored personalized financial plan.

Diversify

Portfolio Management Service

Our Financial Planning Service is combined with our Portfolio Management Service. In this manner, we can not only help you outline a plan to meet your financial goals, we can also help you realize the investment performance necessary to fulfill the portfolio return requirements projected in your financial plan and make adjustments to your investment strategy as time goes on.

Cross-border issues

Global Workforce 

If you are an international professional your financial planning sometimes can be span across jurisdictions and requires specialist advice. 

IWG can help. 

Technology

Financial Modeling

We use financial modeling technology to give you the most comprehensive picture possible of how you can attain future goals that addresses the inherent uncertainty in investment returns and life span that can help to quantify the probability of reaching each goal.

One Size Fits One 

Retirement Planning

We all need a secure, comfortable retirement and one that meets with our lifestyle expectations. Now that we are all living longer, healthier lives we can expect to spend more time in retirement than our parents and grandparents.  Achieving this is much easier when you have a plan and when we plan well in advance.
IWG will guide you along your financial path to and through retirement. No matter where you are in life, we can provide guidance, tools and services to help you prepare for retirement.  We will review existing provisions including occupational pensions to consider if it will provide the retirement income you require. 

Our Retirement Planning Steps:

Review existing schemes

Identify shortfalls

Consider available solutions

Implement investment strategy

The importance of retirement planning cannot be overstated – you may be retired for a full one-third of your lifetime, 30 years or more.

This is a long time to be living off your savings and retirement plans.

 

Retirement Plan

We offer specialized tax efficient retirement planning services for our international clients and our American clients intending to live in a foreign country once retired.

We consider your retirement country to provide a true cross-border retirement planning service with a highly personalized transition and planning service.

It is important to review all options you have with respect to your overall retirement provision, performing a detailed analysis. We provide ongoing portfolio management and financial planning to ensure that you and your dependents are provided for in the years following your retirement. 

What you need to consider for Retirement:

Pre-retirement planning

Protecting retirement income

Review all options

Investment management

Drawdown options

"'Planning is bringing the future into the present, so that you can do something about it now' "

Alan Lakein

Protect your family

Inheritance Planning

Protecting your assets to ensure your family is protected requires sensitive and timely planning.
We work closely with our clients to develop a strategy that considers succession issues, taxation and family arrangements.
With our international scope and experience we assist our clients both domestically and internationally.

Protect Your Future

Savings

Savings ensure that you continue to prepare for the future.

They should be securely and diversely invested to work with your objectives, time frame and within your appetite for risk. We save for many reasons; the one common thread is the peace of mind and freedom from worry about life’s surprises.  We all work hard for our income so it is nice when we see our money working harder for us.  Saving into a diversified fund based regular savings plan can offer superior returns in a low interest rate environment.

Contact

Get In Touch

To arrange a complimentary initial meeting  with one of our wealth managers or ask a question please fill out the contact form below. We will respond within 24 hours. 

International Wealth Group

Transparent international financial solutions that offer genuine value and professional financial management to a globalized professional workforce.

Contact

Get In Touch!

Monday - Friday: 8 am - 5 pm

SOBOH HOUSE 377

28th  October Street, Neapolis

3107 Limassol, Cyprus

I.W.G. International Wealth Group Ltd (IWG) is authorized and regulated by the Cyprus Securities and Exchange Commission,

License no. 380/19 as a Cyprus Investment Firm.