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Investment Planning

A financial plan may include a strategy to create wealth. Whether it be by reducing your debt or looking at various investment strategies, at My Financial Wish we have a look at all aspects of wealth creation. You may be someone who feels comfortable with conservative long term capital growth; you may be someone who likes to take on more risk for greater expected returns; you may want to generate another income stream; either way, we can develop a suitable investment plan tailored for you.

Together we will establish your present financial position and draw up a plan that will help you build wealth and achieve financial security