Comprehensive financial planning
Services
Soulful Money’s range of services is designed with one objective at its core: to give you clarity, certainty and empowerment.
When financial planning is simple and accessible, the future becomes exciting, instead of intimidating. It's not just about having money; it's about going on the journey of making it work for you.
SERVICES WE OFFER
What’s available to you?
You deserve to eliminate financial uncertainty in your life and replace it with financial confidence. Our services, products and resources help you to answer critical financial questions like:
01
Money
Coaching
Your financial situation is unique. Our experts act as the CFOs of your portfolio, developing personalised strategies to match your lifestyle and needs.
02
Risk
Review
We comprehensively evaluate your current risk factors, including life, disability and mortgage risks, and wills. We recommend the best ways to mitigate threats.
03
Pension
Planning
We assess your current pension scheme/s, present new or additional opportunities, and optimise your retirement savings so that you can maximise your financial security during retirement.
04
Tax-free
Investing
We guide you through the various options for growing your wealth while minimising your tax liabilities – specific to your tax responsibilities and across borders.
05
Local & Offshore Investing
We help you to invest via the most suitable platforms, including IBI or interactive brokers. This allows you to diversify your portfolio and navigate the complexities of offshore investing.
06
Short-term Insurance
We ensure that your valuable assets are protected with short-term insurance options for car, home and contents, and medical coverage. Soulful Money’s got you covered.
07
Alternative Investments
To achieve higher returns and reduce your exposure to traditional market fluctuations, we explore sound investment opportunities in property, funds, model portfolios, and structured products.
08
Qualified
Investors
For experienced investors, our Dealflow service gives exclusive access to top-tier investments. Get the tools and guidance to tap into the best opportunities available in the market.
WHAT WE OFFER
Take control of money matters
You deserve to eliminate financial uncertainty in your life and replace it with financial confidence. Our services, products and resources help you to answer critical financial questions like:
-
“How close am I to achieving financial freedom?”
-
“How much will my pension yield if I retire in 10 years?”
-
“Are my investments performing as I expected?”
-
“Is my family protected with the right life, health, and disability policies?”
Remember: It’s never too early or too late to start your holistic journey towards a better future.