Wiz Investment provide many investment related services include Investment Management, Financial Planning, Retirement Planning, Estate Planning & Tax Planning.
Investment management refers to the handling of financial assets and other investments—not only buying and selling them.
Financial planning involves looking at a client's entire financial picture and advising them on how to achieve their short- and long-term financial goals.
Retirement planning means preparing today for your future life so that you continue to meet all your goals and dreams independently.
Estate planning in simple terms refers to the passing assets / investments down from one generation to another.
Tax planning is the analysis of a financial situation or plan to ensure that all elements work together to allow you to pay the lowest taxes possible.