Frequently Asked Questions

What is Financial Planning? 

​Financial planning is an ongoing process that helps you get your affairs in order and optimise them so you can reach your goals, dreams, and aspirations. It can include investments, pensions, insurance, estate planning, cashflow planning, exit strategies, tax optimization, behavioural coaching and more. 

How does the Financial Planning process work? 

The process starts with​ a discovery meeting so we can get to know you and your goals and circumstances. We will perform a detailed fact-find before putting together a financial plan with recommendations for proceeding. We will help you with any paperwork, account opening and research to help you reach your goals.

 

Will I always work with the same adviser? 

Our advisers have one-to-one relationships with clients, although our team coordinates closely to ensure our strengths compliment one another. 

​

How long does it take to sign up? 

Once we've had our initial meeting, we can have you up and running within usually two weeks. It takes time to prepare your financial plan, paperwork, and research the most appropriate solutions for you. We always keep you in the loop on progress.

​

What are the fees for financial planning? 

The fees for financial planning and advice will depend on the scope of work. Initial discovery meetings/consultations are always free and all fees will be outlined to you clearly before proceeding with work. 

 

Where are you regulated? ​

Max Foresight Ltd is a division of NEBA Private Clients, which has licenses in Singapore, Malaysia, Jersey, the UAE, South Africa and UK.

​​

What qualifications do your advisers have? ​

All​ advisers at Max Foresight are required to hold relevant financial planning and/or wealth management qualifications. The founder of the company is a Chartered Financial Planner with the UK's Chartered Insurance Institute, and others also hold qualifications with other relevant professional bodies.

 

All our advisers are required to complete at least 35 hours of logged continuous professional development each year. 

​

Can you work remotely with clients? ​

Yes. In today's remote work environment, it is increasingly common for us to work with clients in different countries to those we are based in. We can also continue to service you remotely if you move to a new country. 

​

Are the investments you use safe and regulated? ​

Yes. The investment funds and platforms that we work with are best-in-class and based in highly regulated jurisdictions like the Isle of Man, Jersey, and elsewhere. 

That said, all investments carry risk and can go up and down in performance. If your adviser recommends investments to you as part of your financial plan, they will ensure these fit within your risk profile, stated goals, values, ethics, and preferences.​​​

​​​​