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PERSONAL
We, at Rhodes, help secure your financial future by supporting you with trusted advice to assist achieving your financial goals and save you from making expensive choices. As our guiding principle, we guide you with information and about all the options available to you so that you are clear when making your choices.
Stuck in a situation - leave it to us. We are here to assist and find a solution for you as your trusted partner.
Risk Profiling Service
A sound personal financial plan recognises the level of disruption and costs associated with each type of risk and the effectiveness of the control measures in place. We aim to identify your level of required risk, your risk capacity and tolerance towards risk.
Risk Appetite Assessment
Liquidity Preferences
Family Responsibility Assessment
Resources Planning
Contingency Planning
Objectives Planning
Based on your personalized Risk Profiling, we assist in setting your short, medium and long term objectives. We are also mindful of your values and faith based principles that you may wish to incorporate in your financial plan – such as Islamic Finance/ Charity/ Zakat/ Contributions).
Home Purchase
Education
Health
Savings & Investments
Retirement
Emergencies & Insurance Planning
Insurance must be an integral part of your financial plan to protect against emergencies. We analyse your insurance needs, compare the premiums with market and ensure that your insurance terms are in line with your objectives.
Life Assurance
Medical
Property
Cars
Personal Belongings
Budgeting
Prudent family budgeting ensures that right resources are available for your needs at the right time, minimize resource wastage and eliminate stress. We provide you with the right tools and guidance for better personal and family planning.
Budgeting Templates
Target Setting for Various Expenses
Prudent Credit Utilization
Saving Targets
Spending Analysis
Credit Planning
While credit can help you to meet your financial needs, it can become a huge burden. We help you plan your credit needs in the most prudent manner in line with risk appetite and objectives.
Debt Consolidation
Debt Repayment Planning
Interest Rate Planning
Debt Insurance
Credit Score Planning
Taxation Planning
Effective tax planning must be an integral part of your personal and family financial plan. Taxation laws provide you immense benefits to meet your savings and investment objectives and also assist in your inheritance and retirement planning.
Understanding relevant Tax Laws
Prudent Income Management and Refunds
Maximizing Tax Benefits for savings
Maximizing Tax Benefits for Investments
Regulatory Compliance
Savings & Investment Planning
Long term wealth building requires well planned savings and Investment strategy. Based on your risk profile and objectives we educate you in making prudent investment decisions.
Real Estate
Financial Markets
Asset Allocation
Business Investments
Portfolio Tracking
Inheritance & Retirement Planning
Your inheritance and retirement planning must start early. We assist you in developing a prudent financial plan that helps in leading a fulfilling life after retirement and keeping your family secure.
Long Term Wealth Planning
Contingency Planning
Trust Funds
Taxation Planning
Pension Planning
