Our Services

Financial Planning

Goal-based personal and family financial planning.

Cash-flow, retirement, education and wealth-creation planning aligned with tax efficiency.

Why work with Hargan Associates

  • Goal planning
  • Retirement
  • Wealth creation

Frequently Asked Questions

How is financial planning different from tax planning?

Financial planning aligns goals, cash flow and risk; tax planning optimises the tax cost of those decisions. We do both together.

Which investments are tax efficient?

It depends on horizon and slab — ELSS, PPF, NPS and debt-versus-equity capital gains treatment are compared before recommending.