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Insurance planning is a critical component of a comprehensive financial plan that includes evaluating risks and determining the proper insurance coverage to mitigate those risks.
Tax planning is the analysis of a financial situation or plan from a tax perspective with the purpose to ensure tax efficiency.
Dealing commodities is an old profession, dating back further than trading stocks and bonds. Ancient civilizations traded a wide array of commodities, from seashells to spices.
An investment programme funded by shareholders that trades in diversified holdings and is professionally managed.
Wealth management is a high-level professional service that combines financial and investment advice.