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Plan Wealth Management

Financial Services

Specialities :
Tax advice
Education planning
Hard currency
Retirement planning
100% protection

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
51 - 200
About Us
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Employees
Buyer Intent
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Frequently Asked Questions About Plan Wealth Management

What does Plan wealth management do?+

We are an independent financial consultancy serving clients throughout Latin America and specializing in personal investment planning for ambitious professionals. We offer independent tax advice to our clients in 5 different languages and manage investment instruments in 6 currencies across 350+ funds from over 85 of the worlds biggest and strongest banks. Our advisors have 50+ years of combined experience in giving first-class guidance to International Investors. Our areas of expertise include: - Retirement Planning: so you dont have to worry about maintaining your lifestyle after you stop working; - Education Planning: to provide private schooling or University for your...

What are Plan wealth management's specialties? +

Tax advice,education planning,hard currency,retirement planning,100% protection,trusts,inflation protection,fixed income,easy to understand advice,transparency,support,after sales service,flexible savings plans,free advice,financial service,wealth planning,and international bank accounts

What is Plan wealth management's industry? +

Plan wealth management operates in the Financial services industry.

What is Plan wealth management's revenue? +

Plan wealth management's revenue is 11m - 100m

What is Plan wealth management's company size? +

Plan wealth management has 51 - 200 employees.

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