Without a plan,
your dream remains
a dream
Anneau’s Complimentary Financial plans are the ideal tools you need to light your dreams faster
As a Valued client of Anneau,
we help you plan your dreams
YES.
You have read correctly.
As a valued client, We shall help you financially plan for your dream home, your retirement, your children’s education, your succession/estate and your big expenses; whether its a holiday, a wedding, a car purchase and much more. We help you draw a plan and we execute it for you though a disciplined savings and investment process.
Anneau will help you make your realistic dream a reality
PLAN YOUR DREAM HOME
After analysing your current and future income, Anneau calculates a home purchase budget that reflects a realistic mortgage that you will qualify for. We help you formulate a realistic and disciplined savings, cash and/or investment plan to reach that home deposit down-payment amount as quickly as possible. Once you have acquired your dream home, we continue to help you plan and manage your budgets, so you can make your other projects a reality.
PLAN YOUR RETIREMENT
After working your entire life, a well deserved retirement may be tricky if not well planned for. We analyse your current and future income, expenses, consumption patterns and healthcare needs. We factor in inflation, investment returns, your pension, amongst other factors to tell you exactly what your retirement may financially look like. With our retirement planning and investment solutions, you shall be able to peek into the kind of lifestyle that you may or not be able to afford in your old age. If you picture it, it is easier to discipline yourself and plan for it for a better tomorrow….
PLAN YOUR CHILD's EDUCATION
They grow up fast, really fast.
Anneau can help you plan and invest for your child’s future. Taking into account your income, savings, future university tuition fees, books and living expenses adjusted for estimated inflation, our university financial plan help you shed some light on how much to budget for, put aside, save and invest. We shall walk you through different scenarios and all the important aspects of saving and investing for your child’s education. You can now have a clear goal, a plan to reach that goal and a savings and/or investment plan that caters to your child’s ambitions in life.
PLAN YOUR MULTI-GENERATIONAL WEALTH SUCCESSION
It is about leaving them unified, with better means & values than what we started with in life.
A Multi-Generational Wealth & Investment Plan aims to leave your children unified; with an invested and protected tax efficient inheritance. It is done tax efficiently, so that generations beyond your time have life experiences because of what you provided. This also includes efficient and sustainable succession planning and financial planning for your family assets/estate/business. We take care of what you have worked so hard for, of what you built. So that inheritance unifies your family, not tear them apart. Anneau helps you plan and invest for your future generations. A multi-generational investment plan which you shall gratefully be remembered for.
PLAN a big expense
Whether it is for your dream holiday, vacation, a sabbatical year for travelling, for spiritual discovery, for discovering the world, or for big expenses. A wedding, a car lease, a house renovation, a business expansion and much more. It may all be affordable; if efficiently planned, saved and/or invested for, with purpose. By analysing your income streams, current savings, investments and pricing variables, Anneau can develop a clear and comprehensive understanding of your financial health today and into the future. This enables us to tell you how much time off you can comfortably take for travel, how much time you need to save and invest for that big expense and still stay on track with your other financial priorities.
