Financial Planning

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hexagon financial planning services

Your Financial Plan is a Function of Your Life Goals

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Identify

Sit down and capture top priorities for you and your family.
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Prioritize

Decide what comes first and what comes last. Declutter.
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Differentiate

Let’s map out your needs, wants and luxuries before we plan for them.

Budgeting Helps Iron Out Imbalances

Plan your expenses
Coaching to differentiate between needs and wants.
 
Recognize your nature
  • Take greed and fear out of the equation.
  • Understand risk and return
  • Maintain discipline

Interaction is the Key

We thrash out your financial plan through an iterative process.

Assessing Risk

Your investments need to fit your spending patterns and risk appetite.

Inflation Effect

We gauge the impact of inflation on your lifestyle.

Time Matters

We factor in the impact of inflation on your medium and long term goals.

Mental Modelling Helps

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Emergency Funds

We help you build a water and virus – proof emergency fund.
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Hobby Funds

Don’t give up your hobbies, invest towards developing them.
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Philanthropy

Giving is as joyous as earning. But it needs planning and discipline too.

Review, Rethink, Reset

Plans are not cast in stone. The need to adapt to changing times, markets and life situations.

Put Some Planning into Your Finances

At Hexagon, we leave no stone unturned to ensure that finances are no constraint to attaining your life goals.
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