Having choices is important in investing. All is well services believe in change of Investors services as their lifestyles and needs do. Through us, investors are offered an extensive array of investment alternatives and services.

Retirement Services
With retirement not far around the corner, your needs will be rapidly changing. And you will be asking the big questions – what does retirement mean to me, and will I have enough? How can I be better off? As our lives change, our financial needs and priorities change too. Even if you’re years away from retiring, you’re wise to be thinking about retirement services. Years from now you’ll be a lot happier saying, “I’m glad I did” instead of “I wish I had”. A retirement plan is an assurance that you will continue to earn a satisfying income and enjoy a comfortable lifestyle, even when you are no longer working. Investment Locker will help you understand how much you need to grow your wealth before you retire and how to plan for it.

Mutual Funds
A mutual fund is a financial intermediary which allows a group of investors to pool in their money with a predetermined investment objective. A qualified fund manager is appointed, who is responsible for investing the pooled money into specific securities and asset classes (usually stocks or bonds)

Life Insurance
Life insurance is a financial resource for your family and loved ones in case of your death. It is a cover which allows your family to maintain a standard of living as they are currently, and meet their financial obligations. It also serves as an effective investment and tax saving tool.

Tax Services
Don’t let Taxes bite into your earnings, we will advise the best ways to invest money in appropriate investment channels while achieving tax efficiencies and increasing returns. Many people give more importance to tax saving only during the last quarter of the financial year and end up paying unnecessary taxes or opt for unnecessary tax saving products. Tax planning should be done as part of an overall financial plan. This would help individuals in optimizing their tax planning strategies.

Succession Plan -Protecting your wealth for your family in this current climate is essential for peace of mind, and to secure your dreams for the future. Legacy planning is much more than having a will, the objective is to structure your assets and preserve your estate securely for your next generation to create a foundation for your family’s future

Real estate
Real estate is a special instance of real property, which is real estate – land and buildings – plus the rights of use and enjoyment that come with the land and its improvements.

Health Insurance
A good health insurance plan is one of the most important things you need to have for yourself and for your family. a medical emergency can occur anytime, irrespective of your present good health or disciplined lifestyle. Therefore, it is important to have forethought and protect your family and self from any unexpected medical situation. Be prepared and stay financially protected to deal with health-related risks in advance.