Jonathan R. Pagtakhan, CFP®, FCSI®’s Post

You have goals for all aspects of your life—your family, your business, and your future. A Total Wealth Plan can identify how your wealth can help you achieve those goals and live the life you want. Learn more from Scotia Wealth Management. https://lnkd.in/gaVihg7x #wealthmanagement #finanicalplanning #investing #langleyBC

You have goals for all aspects of your life—your family, your business, and your future. A Total Wealth Plan can identify how your wealth can help you achieve those goals and live the life you want. Learn more from Scotia Wealth Management. https://lnkd.in/gmunKWAS #calgary #yyc #investing #financialplanning

You have goals for all aspects of your life—your family, your business, and your future. A Total Wealth Plan can identify how your wealth can help you achieve those goals and live the life you want. Learn more from Scotia Wealth Management. https://lnkd.in/gTViCGkn #ldnont #londonontario #financialplanning #investing

3 lies you’ve been told about financial stability: 1. It’s only for the wealthy. 2. It requires complex strategies. 3. It’s unattainable for busy professionals. At Bratu Capital, we simplify financial planning with clear, personalized strategies. Let’s map out your financial future together. Share if you’re ready for clarity! #FinancialPlanning #WealthManagement #ciprianbratu #bratucapital #retirementplanning ___________________________________ 👋🏻 Hi, I’m Cip. Or you might know me formally as @Ciprian Bratu Chartered MCSI (𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴). I’m a Qualified Financial Planner based in SE Asia, and I help people around the world with their financial planning, including: ⭐️ Life Insurance & Income Protection. ⭐️ Education Planning. ⭐️ Pensions & Retirement Planning. ⭐️ Lump Sum Investments ⭐️ Estate Planning, Trusts & Tax Mitigation Ready to chat? Schedule a session with me directly through my online diary: ➡️ Discovery Meeting -> https://lnkd.in/gYzDHXt7 @Bratu Capital

You have goals for all aspects of your life—your family, your business, and your future. A Total Wealth Plan can identify how your wealth can help you achieve those goals and live the life you want. Learn more from Scotia Wealth Management. https://lnkd.in/ePG-mZXi #kentville #wolfville #novascotia #investing #financialplanning

You have goals for all aspects of your life—your family, your business, and your future. A Total Wealth Plan can identify how your wealth can help you achieve those goals and live the life you want. Learn more from Scotia Wealth Management. https://lnkd.in/gf9F2uBB #kentville #wolfville #novascotia #investing #financialplanning

Understanding all facets of an IRA can help investors maximize the power of tax-advantaged growth. Some of these facts may simply be interesting or surprising, while others may save you money or make your life a little easier: https://hubs.li/Q02BpLp-0 #SDIRA #investing

There are lots of assumptions and misconceptions when it comes to investing. Here are three common ones and what you can do about them. #investing pkag.ca https://bit.ly/3WDDAbz

🤩 REAL PEOPLE 💬 REAL STORIES 💡 REAL SIMPLE Meet Pam – she was kind enough to spend some time, along with her husband Bill, to chat through her relationship with me as a Client. Pam was referred to me by her husband and came to me with a limited understanding of pension planning. What was key is that both Bill and Pam realised how important it is that they BOTH have a relationship with me, their Financial Adviser. Not just Bill – which happens so often in a relationship, one person takes the lead… Making sure Pam understands her finances has empowered her to take control of her own future – and this ownership and feeling secure in her future cannot be overlooked. I hope you enjoy listening in to this one. The value of your investment can go down as well as up. You could get back less than you invested. Sovereign Wealth Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). SJP Approved 10/10/2024

Are you ready to make your financial dreams come true? Whether it’s owning your dream home, funding your child's education, planning a luxurious vacation, or building a secure retirement – Mutual Funds can help you get there! 🔹 Why Mutual Funds? Diversification – Spread your investments and minimize risks. Professional Management – Experts handle your investments. Flexibility – Choose from a range of fund options to suit your goals. Potential for High Returns – Grow your wealth over the long term. Systematic Investment Plans (SIP) – Start small and build big! 💡 The time to invest is NOW! Start your journey towards financial freedom with Mutual Funds and watch your dreams become a reality. Contact us:- 📲+91 6351498945 / +91 9375704090 🌐 www.khushifinancial.com #ChildEducationPlanning #dreamhomegoals #RetirementGoals #SIPForFuture #SecureFuture #WealthBuilding #SmartInvesting #FinancialGoal #EquityInvesting #StockMarket #Equity #FinancialFreedom #EquityInAction #Equitysegment #stockmarketinvesting #StockMarket #equitytrading #Sip #financialadvisor #mutualfundsahihai #FinancialPlanning #khushifinancialservices #bestsipplanner #sipinvestmentplanner #mutualfundsipplanner #mutualfundsip #followlikeshare #MutualFundInvestment #morbi #gujarat