Why Do I Need Financial Planning?

Everyone needs a financial plan.

No matter where you are on the path to financial freedom, financial planning will allow you to reach your goals. As a lifestyle financial planning firm, we design comprehensive plans that include cash flow planning, wealth protection planning, retirement and estate planning—making us your single point of contact for guidance on life’s most critical financial matters.

What are Workplace Benefits?

Benefits at work provide employees with more than just a paycheck

A comprehensive workplace benefits program will allow your employees to protect their health, their income and savings as well as prepare them for retirement. Such benefits can help you attract and retain talented staff in a cost effective manner. Promoting the value of these benefits can also help increase employee satisfaction and loyalty.

TAKING THE FIRST STEP

Working with Vanilla Financial Planning, you’ll have a highly qualified and talented team of individuals with a clear view of how to provide the best possible results for you.

You can be sure of receiving a very high level of service from your first contact with us, but you have to make the first move on your road to achieving financial freedom.

The First Step Starts Here…

BUILDING BLOCKS

At Vanilla Financial relationships are important to us. If you are confident that you are being well looked after, you will have the time and ability to concentrate on the other important aspects of life: family, work, hobbies and interests.

If you’re not quite ready to contact us, why not join our community for regular articles and guides on life, work and money – just use the Subscribe to our news form to get started…

FINANCIAL KNOWLEDGE IS POWER.

We share our thoughts and advice in terms everyone can understand.

 Financial Planning

Financial Planning

Financial Planning is not a product it is an ongoing process to help you make reasonable decisions about your money that will allow you to achieve and maintain your desired lifestyle and goals.

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Workplace Benefits

Workplace Benefits

Benefits offered through work have become increasingly important to Barbadians, and now they can be the difference between choosing one job over another.

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Insurance

Insurance

While others emphasize the price of coverage, we think it’s most important to find the “right” coverage for our clients.

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Let's Meet

Let's Meet

Arrange a meeting with one of our experienced planners at your own home or at one of our offices, to discuss our planning process at our expense.

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