Services
Estate Planning
Estate planning entails drafting legal papers like wills, trusts, and powers of attorney to set forth your wishes and give guidance for the administration and distribution of your estate.
Retirement Planning
Setting financial and lifestyle goals for your retirement years and developing a plan to reach them constitute the process of retirement planning.
Financial Planning
Financial planning is all about developing the best strategies to help you meet these financial objectives. A method that helps people reach their life goals is financial planning.
Investment Planning
Planwel knows that you need a well-thought-out plan to reach your financial goals. The professional financial planners at our firm are here to help you make a personalised financial plan that fits your specific needs.
Succession Planning
Succession planning is the process of creating talent to take over for executives, leaders, or other key personnel when they change roles, leave the organization, are fired, retire, or pass away.
Life Insurance
Life insurance is a type of financial instrument that is intended to give you and your loved ones financial security and peace of mind in the event of your passing.
Health Insurance
It’s crucial to select a health insurance strategy that fits your medical requirements, financial situation, and preferences. Making the most of your health insurance benefits also requires remaining aware on the specifics of the coverage, such as deductibles, premiums, and co-payments.
Bussiness Insurance
Not only is it smart to protect your business, it’s also very important to do so. Plan Wel specialises in customising business insurance plans that protect your company from risks you can’t predict.
Property Insurance
Property insurance pays for repairs or replacement costs if your property is damaged or destroyed by one of the events it covers, including fire, theft, vandalism, natural disasters (such as hurricanes and earthquakes), accidents (such as water damage), or fire.
