- MESSAGE
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Financial planning is the process of creating a plan in order to help realise future dreams and goals, as well as prepare strategies to combat future insecurity and difficulties. It is the job of the financial planner to support you in the creation and adoption of such plans. We provide a comprehensive total asset planning service in order to meet each of our clients' unique plans for life, offering support where necessary through cooperation with lawyers, tax lawyers, insurance and real estate specialists.
The six themes of financial planning are listed below:
1. Financial asset management planning
2. Real estate management planning
3. Life and retirement planning
4. Risk and Insurance
5. Tax planning
6. Succession planning
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- OUTLINE
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As an independent financial planner unaffiliated with financial institutions (banks, securities, insurance), we can offer a fair and impartial financial planning service from the perspective of our clients.
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Financial planning services for individuals
1. Financial planning advice (Reservations required. Hourly rates. Flexible location at our counseling room or your home.)
Examples: House acquisition fund planning (Housing loan repayment and life planning, utilizing unplanned donations in fund planning).
Post-retirement life planning (how to utilise financial products such as personal pension and defined contribution pension schemes.
Entrepreneurial counseling (business planning and start-up procedures)
Insurance review (ensure appropriate guarantee figure, reduce insurance fees)
Real estate investment planning (project planning, investment appraisal analysis, improvement options)
2. Financial planning consulting (3, 6 and 12+ month contracts)
Asset planning advice
Financial coaching services
Financial planning services for companies
1. Financial consulting (financial analysis, cash flow management, risk management)
2. Corporate pension consulting (defined contribution pension, defined benefit pension plan, corporate pension insurance, mutual aid for small-medium business retirement allowances, mutual aid for specific retirement allowances)
3. Benefits plan (Life planning consulting for employees, retirement preparation seminars, life planning seminars for new recruits.)
Other financial planning services
1. Financial planning related seminars
2. Writing of articles related to financial planning
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- PROFILE
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| Company Name | AMANO FINANCIAL PLANNER'S INSTITUTE |
| Address | 33-110 Tatsumi, Okayama-shi, Okayama 700-0976 |
| TEL | +81-86-244-8216 |
| FAX | +81-86-244-8216 |
| E-Mail | m_amano@d2.dion.ne.jp |
| Representative Director | Makoto Amano |
| Established | 2002 |
| Capital | 5,000,000 yen ($1=100 yen) |
| Staff | 2 |
| Affiliated companies | Makoto Amano Administrative Scrivener Office |
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