February 26, 2025
Kinnary Sitwala specialises in helping clients with financial planning. She understands that personal situations and finances can change constantly, and that navigating the world of finance can be daunting, with numerous options and decisions to make; so she focuses on helping her clients to understand the financial world and to take a long-term view.
Kinnary says, “for most people, I start by outlining their current situation and mapping out where they want to be. Looking at things holistically, combined with what my client wants to achieve and when, makes it possible to see the most tax-efficient options for now, and in the future.”
Taking a long-term view is about protecting your finances against the unexpected, as well as watching them grow.
“I find it really rewarding to know that I’ve helped my clients improve their financial security. Recently I was reviewing finances with a client who is single, with no dependents or close family. With no-one else to provide for, they hadn’t really considered the need for income or mortgage protection, even though they had a mortgage. This attitude isn’t uncommon, and people often perceive that financial protection policies are expensive. But when, as in this case, you rely on income from your employment to pay your mortgage and living expenses, it’s important to be covered in case something unexpected happens – like serious injury or illness – meaning you can’t work for a period of time. In this case I was able to help my client to understand the benefits and put affordable protection in place for total peace of mind.”
Talk to Kinnary about protecting your finances.
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