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Welcome to Plan for Life

  • What we believe:“To invest successfully over a lifetime does not require a stratospheric IQ, unusual business insight, or inside information. What is needed is a sound intellectual framework for making decisions and the ability to keep emotions from corroding that framework”.-Warren Buffett. As your partner in building your wealth, PLAN FOR LIFE’s philosophy is to build on the knowledge that financial advice must address...

Social Investment

Wrap Funds

  • Balanced Fund
    Fund Objective: The fund aims to provide the investors with a stable growth of capital over the long term. The objective is tooutperform the Average of the Domestic AA Prudential Medi...
  • Conservative Fund
    Fund Objective: The fund aims to grow income and capital over the medium to long term. Its goal is to outperform the Average of the Domestic AA Prudential Low Equity sector.Fund Comme...
  • Growth Fund
    Fund Objective: The fund aims to provide investors with capital growth over the long term. The fund objective is to outperform the Average of the Domestic AA Flexible sector.Fund Comm...

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