At Mahapa Financial, our qualified and experienced financial planners are able to offer a comprehensive range of services in all aspects of personal financial planning such as:
We are dedicated to provide you with personalised advice on a full range of financial solutions according to your financial needs. We’re concerned about wealth creation, which is why we systematically guide our clients to select the most beneficial and profit-yielding financial solutions
Financial freedom does not happen by mistake. It is a marathon we are here to help you run.
1. Understand your financial health.
2. Comprehensive financial plan.
3. Asset allocation
4. Monitoring and review.
A thorough estate plan includes a host of family essentials, including gifting and estate transfer, end of life planning, guardianship of underage children, asset stewardship, philanthropic desires, and more. As each plays a significant role in the estate planning process, it is critical to evaluate all of these components carefully and comprehensively.
Estate laws are complex , and our team of experts is experienced in all aspects of estate planning. As part of our holistic approach, our in-house estate attorneys will review your existing documents and assist in drafting new ones—from wills and revocable living trusts to more complex multi-generational estate plans. Ensuring your estate plan remains on-track with your evolving goals and family situation is an ongoing process.
Saving for retirement is something many people only think about as they get older. But the earlier you start, the more you can save. Think about it: saving just a small amount monthly doesn't cost you much. Retirement can end up costing you a lot more than you think. You can, and should, start right away – even from your very first paycheck!
Mahapa Financial's advisors know all about the importance of saving for retirement, and they are there to help you plan for your golden years. Your advisor can help you with:
The average age of retirement is 60 years.
It becomes property of your spouse if you are married. In the case that you're single, it becomes property of your beneficiary.
No, it is never too early to start planning for retirement.
Yes, we assist many clients see how much they will need in their retirement based on their income, expenses as well as their individual goals.
As your financial assets grow in value and diversity, the choices about how to protect those assets can quickly get complex. We provide specialized insurance guidance and access to wide-ranging coverage options that align with your overall wealth management strategy.
Protect what you and your loved ones value the most.
It is important to optimize your investment portfolio so you make great returns on your investments, while keeping your risk low.
An investment offers you, the investor, an opportunity to pay yourself. It is opposite to spending which case you are paying other people. You can choose to invest affordable monthly amounts over a period after which you will have a lump sum.
If you have a lump sum you can have invested for a period during which it accumulates growth and it is protected from being eroded by inflation.
To reach your financial goals and dreams, you must make your money work for you. Mahapa Financial offers a wide range of investment plans with different levels of affordability and flexibility to match different risk preferences and lifestyles.
Investing in shares and bonds comes with risks, primarily the loss of capital. This is why our advisors are here to help you balance your investment portfolio to reduce the risks involved with investing at the same time growing your investments at a good rate.
