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Personal financial planning and investment advice
www.pwc.ru/wealth/
PwC’s professional advisors will act as independent experts to help you choose the right financial services and insurance providers for you.
They can also help you determine the right asset mix for your portfolio and the precise cash flows you’ll need to meet your financial goals.
• Maintainingyourcurrentstandardoflivingorachievingyourdesiredlifestyle
• Retirementplanning
• Children’seducation
• Estateplanning
• Medicalcare
• Caringfordependents
• Philanthropy
• Financialplanningisahighlyindividualisedprocessthataimsatmeetingyouruniquegoalsandobjectives,andusesdiversetoolstoachievethem.
• Althoughitcantakediversepaths,themainbenefitoffinancialplanningremainsthesame.Ithelpsyoufindtherightfinancialsolutionsforyourbusiness,yourfamilyandyourself.
What is personal financial planning?
Benefits of personal financial planning
The personal financial planning process
Personalfinancialplanningtypicallyinvolvesmodelingyourfutureincomeandexpensestohelpyouachievefinancialsecurity,thusallowingyoutopursueyourlifegoals,including:
Everyone needs personal financial planning, no matter what their age, gender, social status or standard of living.
By creating your own personal financial plan, you will be providing financial security for you and your family, allowing you to meet your key financial goals while protecting your loved ones from life’s unpredictability.
Diagnosticreviewofyourfinancialsituation
Identifyingyourfinancialgoals
Draftingandpresentingyourpersonalfinancialplan
Carryingoutyourplanandmonitoringitsperformance
Updatingyourplan(ifneeded)
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• Wecanofferyouprofessionaladviceonbuildingyourpersonalinvestmentportfolioandinvestingglobally.
• PwC’sindependenceguaranteesthatyougetthemaximumbenefitfromourinvestmentadvisoryservices.
• Inselectingspecificfinancialinstitutions,assetclassesandinvestmentvehiclesonyourbehalf,wewillbeguidedsolelybyoneconsideration–yourinterests.
PwCoffersthefollowinginvestmentadviceoptions:
• Reassessinganexistinginvestmentportfolioorcreatinganewone
• Ensuringefficientcashmanagement,includingadviceonproductsdesignedtoenhancereturnsonbankdeposits
• Establishingandmanagingarealestateportfolio
• Selectinganappropriatefinancialinstitution/investmentmanagerinanyjurisdictionyouchooseforproperassetallocation
What makes us different?
• Ourindependenceandsizeallowustonegotiateexceptionallyfavourabletermsforourclients
• WeareactingincooperationwithPwCLondon,authorisedandregulatedbytheUKFinancialServicesAuthority(FSA)toengageininvestmentactivities
• Ourexpertshaveinternationalqualificationsandlong-termexperienceininvestmentadvice
Investment advice
Wehaveawiderangeoffinancialdataandanalyticalresourcesatourdisposal,whichaugmentsourextensiveglobalexperienceinprovidingpersonalfinancialplanningservices.
You have PwC’s professional experts at your disposal.
Planprofessionally.
www.pwc.ru/wealth/© 2013 PricewaterhouseCoopers Russia B.V. All rights reserved.
PwC refers to PricewaterhouseCoopers Russia B.V. or, as the context requires, other member firms of PricewaterhouseCoopers International Limited, each of which is a separate legal entity.
Andrei NarutskyTEP,PartnerHeadofPrivateWealthServicesTel:+7(495)9676246Mob:+7(495)[email protected]
Natalya RomenskayaSeniorConsultantPrivateWealthServicesTel:+7(495)9676000,ext1918Mob:+7(906)[email protected]
Darrel PoletylloPartnerHeadofWealthAdvisoryTel:+44(0)2072125272Mob:+44(0)[email protected]
Our team
