Tailored financial planning service to suit all your needs and goals

Financial Planning

Financial planning is essential to ensuring that over time, you maintain and grow your financial wealth in this forever changing market

Woori BMO Group provide financial planning solutions to clients who may not be seeking continuous wealth management support but may like the option of their financial condition to be frequently checked.

Woori BMO Group’ wealth management team provides an end-to-end financial planning service from initial inception through to execution and maintenance stages of the planning process.

Our expert advisors will partner with you to understand your financial goals and then define a tailored strategy that best suits your financial situation, risk profile and expectations.

Our advisors will offer you full involvement throughout the process, or you may leave full responsibility with our expert team.

Whichever stance you decide to take, our attentive advisors will continue to provide a consultative service, informing you of any significant changes, schemes or financial achievements that have been met.

Woori BMO Group’ wealth management team provides an end-to-end financial planning service from initial inception through to execution and maintenance stages of the planning process.

Our financial planning advisor will help optimise your income and savings by offering a tailored financial planning service to suit all your needs and financial goals, even as your priorities change.

Smart financial planning will not only provide you and your loved ones with financial stability throughout your career and through retirement, it will also guarantee that you leave your family, your grandchildren and future generations with a lasting legacy.

Financial Planning - Woori BMO Group

Our financial planning services include the following

Protection
Planning

Even with the best-laid plans, accidents and illness can strike when least expected. If and when they do, it makes sense to be financially covered.

At Woori BMO Group, our advisor will assess your needs based on your current situation, dependents, assets and existing coverage to make sure you are covered in any unfortunate life changing situation.

Investment
Planning

Even the most prudent saver cannot stop accumulated funds from depreciating in value over time when interest rates fail to rise above inflation.

At Woori BMO Group, your advisor will give you expert advice and support to grow your wealth and achieve your investment goals.

Education
Planning

When your children are at the age to enter tertiary education, they reach a point where the right decision could determine the rest of their lives.

At Woori BMO Group, your advisor can pinpoint exactly how much you are going to need to cover each of your children’s education, taking into consideration account inflation, projected costings and how you will achieve the targeted figure.

Retirement
Planning

Retirement can sometimes sound like a far-off event, and preparing for it can often pose a challenge however, it’s never too early to plan ahead.

At Woori BMO Group, our advisor will assess your current financial status, taking into account the passive income you generate from other investments and the lifestyle you want to lead in your golden years, they will then tailor a solution to ensure your retirement plans are met.

Estate
Planning

Leave your family, loved ones and future generations a lasting legacy.

At Woori BMO Group, your advisor will work with you and your lawyer to keep your estate plan up-to-date through shifting economic and family situations, protecting the assets you wish to leave your inheritors.