Financial Planning

Only 31% of financial decision makers in families say they have created a comprehensive financial plan either on their own or with professional help, but few people have plans in place to cover even a part of their finances.

Financial planning has 3 main advantages:

  • It will help you define your financial goals.
  • It will help you see whether your goals are realistic, especially for your timeline.
  • It will help you see how you can bring your spending in line with your goals.

At deVere Zambia, we can help you achieve these 3 main advantages and enable you to grow and protect your wealth in an extremely competitive and unstable world.

Through our exclusive financial products with some of the world's largest financial institutions, we are able to provide financial solutions that are not readily available anywhere else.

With their vast international experience our Wealth Managers can help you develop a tailor-made financial plan that will help you to achieve all of your financial goals.

Contact deVere Zambia today to find out how we can help you.