Financial Planning

Comprehensive financial planning identifies and takes into consideration the entirety of a client’s financial situation both present and in the future: a process of determining an individual’s, or a family’s, financial goals, purposes in life and life’s priorities, and after considering available resources, risk profile and current lifestyle, to detail a balanced and realistic plan to meet those goals.

With comprehensive financial planning, all client aspects are brought together and taken into consideration as a whole.

The comprehensive financial planner specialises in the planning aspects of finance, as contrasted with a stock broker/private banker, who is generally concerned in isolation with the investments, or with a life insurance intermediary, who advises on pension.

Origo Advisory Services offer assistance in financial planning aiming to create the greatest probability that all financial goals are accomplished within desired time frame.