Financial Planning

Historically, financial planning was only for the wealthy, or that was the general perception. Nowadays though, financial planning is becoming more and more important for everyone. If you consider that the cost of living is increasing, school and higher education fees are inflating at higher levels than ever before, and property prices have been at all time highs.

The advances in medical science and technology mean people are living longer then ever before, and individuals are being tasked with providing for their own retirement due to cash strapped governments looking to shift responsibility.

Fundamentally we now require more money to get through our working and retired life compared to 20 years ago.

The questions that must be asked are:

  • Do you have a plan?
  • Is money working for you in the correct way?
  • Will you have enough money to provide the life you want for you and your family?

With links to vast array of financial planners in the UAE and beyond DIFX can put in touch with someone that can help you with your personal financial needs.

As an expatriate it is important that you chose an advisor and company that you trust and there are several important factors that can help this:

  • Are they qualified ?
  • What resources do they have in terms of product availability,┬áresearch material, access to markets ?
  • Are they transparent with fees and costs.

At DIFX we are aware of the credentials that a financial planner should possess in order to be affiliated with us. There is a peace of mind going via us than taking advice from someone that may have cold called you.


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