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Financial Planning
We will help you create and implement the financial plan you need to meet your lifetime goals and objectives.

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What Is Financial Planning

Financial Planning is the process of meeting your life goals and ambitions through the correct management of your finances and takes into account the current and future needs of you and your family as well as life goals such as buying a house, educating your children, accumulating sufficient wealth to enjoy a comfortable retirement and passing assets to your loved ones in the most tax efficient way.

Correct Financial Planning also takes into account the need to protect yourself and your family’s income and expenditure needs now and in the future. Death, loss of earnings, a serious illness or a sudden change in circumstances can have a dramatic effect on even the most carefully implemented financial plan and for expatriates there are further complications due to the difficulties involved in living and working in different countries.

We have developed our unique financial planning process specifically for International Expatriates and to conform to stringent regulatory requirements throughout the European Union.

Get in touch with us today so that we can help you get started.

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Unity Financial Partners Srl is registered with IVASS Reg No: B00035674. Unity Financial Partners is able to passport services throughout the European Union. Unity Financial Partners also facilitates services via a network of affiliated professional partners who are separately registered and regulated in their own right both within The European Union and worldwide. Registered Office: Viale Aventino 80, Rome, 00153. Administration Centre: Via Del Vespro 75, Messina 98122. Partita Iva/VAT Number 11038671001.

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