Financial Advisory

The term "financial advisory" describes the expert services that financial advisors offer to assist people, families, and businesses in making wise financial decisions.

Our** financial advisors** help you with your personal finance and guide you in tax planning and filing, will creation, and helping you analyse your portfolio to save on commission.

Cash flow planning is the process of managing and forecasting the movement of money into and out of an individual's or business's accounts to ensure that there is sufficient liquidity to meet financial obligations and achieve financial goals. It involves monitoring revenue from sales, investments, and salaries in addition to expenses for debt repayment, bills, and discretionary spending.

If you're looking to enhance your financial well-being, consider reaching out to a financial advisor who can offer valuable financial advice to help you achieve your goals.

MoneySign® takes a deep dive into your financial personality, helping you understand why you make the financial choices you do. Using the ocean framework, MoneySign® highlights your core traits and how they impact your money mindset.

Tax planning is the process of examining a person's or company's financial status in order to reduce tax obligations while adhering to relevant regulations. It is a crucial component of wealth and financial management, aiding in the preservation of wealth, the optimization of cash flow, and the more efficient accomplishment of financial objectives.

The process of evaluating your present financial status, establishing reasonable objectives, and developing a methodical strategy to reach them is known as financial planning. It offers a straightforward method for handling earnings, outlays, investments, and savings while getting ready for life's unforeseen events. Peace of mind and financial freedom can result from sound financial preparation.

Qualified Financial Advisors help you with your Personal Finance & Tax Planning.

Ensure a stable and secure retirement with effective retirement planning from 1 Finance. Our advisors work with you to build a strategy that protects your assets and provides for your future needs. Start protecting your future today.

Mutual funds are one of the most popular investment options, offering professional management and diversification in one package. By pooling resources from multiple investors, mutual funds create an opportunity for everyone to benefit from market growth, regardless of investment size.

Financial planning is crucial for businesses to ensure sustainability and growth. It helps in budgeting, forecasting, and managing cash flow efficiently. Strategic planning allows businesses to allocate resources effectively, handle uncertainties, and invest in opportunities.

Filing taxes for the first time? Don’t worry! Our beginner-friendly tips guide you through everything, from understanding tax forms to choosing the right filing method. Make your first tax filing experience stress-free and successful.

If you’re a freelancer, tax filing can be more complicated than for traditional employees. As a freelancer, you are responsible for paying both income and self-employment taxes. Keeping track of your business expenses and income throughout the year can make tax filing easier.
Download our app to simplify the process and maximize your deductions!

An emergency fund is one of the most important financial safeguards you can have. Personal finance is all about planning ahead, and having an emergency fund ensures you're prepared for unexpected expenses, like medical bills or car repairs. It’s an essential step toward achieving financial stability and peace of mind.

Inflation erodes the purchasing power of money, making it essential to factor it into your retirement planning. Without accounting for inflation, your savings may not be enough to maintain your desired lifestyle.
Stay ahead of inflation with smart retirement planning. Download our app today!

Liability management isn’t just for businesses; it’s also an essential concept in personal finance. Individuals who manage their liabilities, such as student loans, mortgages, and credit card debts, are better positioned to secure financial independence.

Planning for retirement is an important aspect of personal finance. The earlier you start, the more you benefit from compound growth. Contributing to retirement accounts like a 401(k) or IRA ensures a comfortable future. Determine your retirement goals, calculate estimated expenses, and start saving accordingly.

Debt management is essential for financial stability, and a financial planner helps develop strategies to reduce and manage debt effectively. High-interest loans, credit card debt, and mortgages can hinder financial progress without proper planning.

Planning for retirement is an essential part of personal finance that should start as early as possible. Many people overlook retirement savings, assuming there’s plenty of time, only to realize later that they are unprepared.

A well-maintained liability management strategy can positively impact your credit score. Timely repayments, low credit utilization, and effective debt consolidation contribute to maintaining a strong credit profile.