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FINANCIAL PLANNING

Manage your finances to achieve your goals, while taking into consideration obstacles and hurdles. Baiduri Bank uses a flexible, integrated system that will help you determine how to best reach your financial goals.

Benefits of Financial Planning

Retirement Planning

Make your retirement years more comfortable and secure

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Investment Planning

Increase your savings and optimize the growth of your wealth

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Insurance Planning

Look after your dependents in case of tragedies or disabilities

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Educational Planning

Accumulate funds for special goals, like higher education for children

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Savings Plan

It is important to set aside some funds for unexpected expenses.

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Tips On Saving For Students

It may be 'never too late', but it is also never too early to start saving for your future.

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8 Simple steps of Financial Planning Process

  1. Establishing contact and getting to know you better
  2. Analysing and evaluating your current financial status
  3. Gathering relevant information and helping you to set realistic financial goals
  4. Developing a financial plan customized for you, with recommendations and alternatives
  5. Winning your approval
  6. Implementing the financial plan
  7. Selecting relevant financial products and services to implement the plan
  8. Monitoring the financial plan

Getting started today!

Click here for some tips or speak to one of our well trained Personal Financial Planners.
 
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