Introduction An individual who was the sole earning member of their family. Although their income was substantial, they grappled with high tax outflows due to unstructured and informal tax guidance. The absence of a well-thought-out tax planning strategy was significantly impacting their financial situation. Our mission was to introduce them to the concept of tax […]
Introduction A couple working diligently for a multinational corporation. While their earnings were substantial, their financial roadmap was anything but clear. This dynamic duo faced significant challenges: a lack of tax planning knowledge, minimal understanding of financial planning, substantial savings parked in a standard savings account equal to their annual income, a dearth of insurance […]
