Definitive and Objective Financial Advice

My Investment Plan is not mandated by any parent financial institution or insurance company, therefore is not obligated to recommend any associated financial products and solutions.

We are diligent in charting a practical and feasible course against each of your financial goals and milestones. Every recommendation is solely focused on assisting you to reach your goals and supported with robust investment research options. Our team simplifies the time consuming and overwhelming investment options with a clearly defined financial plan. We take the additional step to implement each strategy for you to completion. Our full value proposition service extends to continued on-going monitoring, review and update to ensure a safe and sound wealth management process to protect and grow your wealth.

We adopt a fully transparent fee structure and do not charge a commission for any investment products we recommend. My Investment Plan is a fee for service financial advisory firm and charge either by the hour or on a full plan basis. Our fees are fully disclosed and transparent from the beginning.

My Investment Plan strongly believes in the value proposition we offer in enhancing every client’s financial well-being towards a brilliant life. Financial Planning is both individual and personal. Get in touch and find out how we can tailor a unique financial plan for you that fits your budget.

Honesty, trust and integrity are the foundation of our firm and of our associates, industry partners and clients
Your interest are our priority
By addressing client needs first, we know our success will follow
It is our goal to be your financial partner through life
Search