Personal financial management
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- Posted:
- Proposals: 11
- Remote
- #2047447
- Awarded
20 plus years of exposure of assisting its clients in Financial Modelling, Company valuations for Fund Raising in various stages of FR life cycle.
New Delhi
102270235625836365911877701314007143806716907741762884225822122601532271126
Description
Experience Level: Expert
I am a high net worth individual with investments/interests covering a wide range of assets.
This ranges from simple Buy to Let properties - to foreign share portfolios which have a credit facility secured against them, which is then used for short-term developments.
I have a balance sheet / P&L / cashflow forecast in excel which I use personally to try and cover everything. However, I really am struggling to keep on top of things, and need someone reliable to help me bring the picture together and keep it updated.
I would like to have someone reliable who I could regularly catch-up with to keep things updated, who can tell me about my financial picture with some clarity. Ensuring that I know whether I have the capital to make an investment (and if not, when), what options are available with financing, what route is more cost efficient etc. Essentially, someone to help me plan and manage my personal affairs - which are more complex than a lot of SME's I'd imagine.
Looking for someone sharp with an entrepreneurial mindset- not the traditional accountants mentality (or I would have just asked my accountants).
Look forward to hearing from people.
This ranges from simple Buy to Let properties - to foreign share portfolios which have a credit facility secured against them, which is then used for short-term developments.
I have a balance sheet / P&L / cashflow forecast in excel which I use personally to try and cover everything. However, I really am struggling to keep on top of things, and need someone reliable to help me bring the picture together and keep it updated.
I would like to have someone reliable who I could regularly catch-up with to keep things updated, who can tell me about my financial picture with some clarity. Ensuring that I know whether I have the capital to make an investment (and if not, when), what options are available with financing, what route is more cost efficient etc. Essentially, someone to help me plan and manage my personal affairs - which are more complex than a lot of SME's I'd imagine.
Looking for someone sharp with an entrepreneurial mindset- not the traditional accountants mentality (or I would have just asked my accountants).
Look forward to hearing from people.
David M.
100% (1)Projects Completed
2
Freelancers worked with
2
Projects awarded
33%
Last project
25 Sep 2018
United Kingdom
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