Welcome to the New World of Financial Security
Cactus Wealth is a leading Financial Planning and Retirement Strategies firm.
Financial Planning may sound like something for rich people with a lot of money or for big-time stock and bond investors, but its not.
Financial Planning is about Life. It is about determing your goals and figuring out how to use the financial resources you have in order to reach your goals.
CONTROLLING SPENDING | REDUCING TAXES | INCREASING SAVINGS | PAYING FOR EDUCATION | RETIRING COMFORTABLY| MANAGING DEBT | BUYING A HOUSE | ESTATE PLANNING | PROTECTING FAMILY & ASSETS WITH INSURANCE.
Financial Planning is about managing your Life.
START with a 30 Minutes FREE Financial Planning Consultation
ENTERING MIDLIFE
Priorities at this stage include:
Priorities at this stage include:
Estate and Legacy Planning | Retirement and Pension Planning | Retirement Budgeting.
As you near Retirement its a good practice to review your NETWORTH and your potential income sources during Retirement.
To whom will the responsibility of moving the family Legacy forward be assigned. Have you named your successor at Work.
We have expertise in designing ESTATE AND LEGACY PLANNING structures.
THE FINANCIAL PLANNING WEEK
The Financial Planning Week is a forum on enhancing Financial Planning as a way to financial security.
KAMPALA - 16 - 20th October 2017
- FREE WORKPLACE SEMINARS
- POWER BREAKFAST
LEARN MORE below to participate.
HOW WE HELPED SAM STUDY IN AMERICA
EDUCATION PLANNING"Sam started out with a 30 Minutes FREE Consultation. He came with a Goal to someday take over the reigns as a CEO. Working with Sam to establish an Education Plan enabled him to prepare for 12 month of unemployment after his Masters degree Abroad through an Emergency Fund. Perhaps we can help you plan for Higher Education Abroad. Email us for a 30 Minutes FREE Consultation. planning@cactuswealth.com
HOW A FOUNDER WILL LEAVE HER BUSINESS TO HER CHILDREN
SUCCESSION & ESTATE PLANNING"Founders often times spend more time growing and establishing their business. Little is spent on Succession and Estate Planning. Working with our client, we have build a robust structure to assure business and legacy continuity.
Perhaps we can do the same for you email us for a 2 Hours FREE Consultation. planning@cactuswealth.com
HOW WE CREATED A RISK FREE UGX 162M INCOME FROM UGX 800M CASH
CASH MANAGEMENT SOLUTION
"We are encouraged to Save a portion of our Income Monthly but after it has piled up - then what. We all need better returns on our Investment with minimal Risk.
Working with our Client we were able to create a RISK FREE return of UGX162M. Are you being efficient with your Cash Holdings. Perhaps we can help improve your Income. Email us for a 2 Hour FREE Consultation".
planning@cactuswealth.com
HOW ASIIMWE IS ON HIS WAY TO BECOMING A BILLIONAIRE
PRIVIT ASSURANCE"Asiimwe is ambitious, but not too ambitious for his Goals. Working with Asiimwe to achieve his Goal of becoming a Billionaire we recommended Privit Assurance as the best vehicle it addresses Income, Succession Planning and is the most tax Efficient structure. Nothing is certain but if the mathematics is correct and the assumptions workout Asiimwe is on a clear path to becoming a Billionaire for now in Uganda Shillings. Perhaps you Goal is as unique as Asiimwe, we can help with that, start with a 2 Hour FREE Consultation when you email us. planning@cactuswealth.com
FINANCIAL PLANNING
WHAT IS FINANCIAL PLANNING?
Financial Planning is the process of wisely managing your finances so that you can achieve your goals and dreams - while at the same time helping you negotiate the financial barriers that inevitably arise in every stage of life.
RETIREMENT STRATEGIES
IS IT POSSIBLE FOR ME TO OUTLIVE MY RETIREMENT SAVINGS?
YES. Due to an increase in life expectancy many individuals are more likely to outlive their Retirement Savings.