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Financial Planning is a key element to managing finances, yet it is often overlooked or underestimated by individuals. A Financial Planner is a professional who has the necessary skillset to effectively and efficiently map out a viable plan to manage and grow your finances. They are there to provide advice and recommendations for your financial needs, including budgeting, taxes, investments, insurance, estate planning and retirement planning. Their aim is to provide their clients with the ultimate goal — financial stability.
At Freelancer.com, we have world-class Financial Planners capable of developing complete and tailored strategic financial plans that are adjusted per each individual scenario. They produce detailed calculations in their financial plans featuring estimated outcomes, graphs and charts which provide maximum information to help drive informed decisions. Our Financial Planners are not just advisor and consultants but true problem solvers creating ingenious solutions which can serve as a successful asset for any household or business.
Here's some projects that our expert Financial Planners can make real:
- Analysing financial risks
- Reducing tax bills
- Maximising investments
- Creating comprehensive budget plans
- Developing banking strategies
- Drawing up estate plans
- Optimising retirement strategies
These are just some of the services that our Freelancer.com Financial Planners can offer you – when you work with us, you’re guaranteed an experienced professional who will go above and beyond to ensure your financial plans operations run smoothly and efficiently. So if you’re in need of a Financial Planner for any kind of financial project such as developing an estate plan or cutting down on tax bills – post your project on Freelancer.com today!
จาก 25,821 รีวิว ลูกค้าให้คะแนน Financial Planners 4.9 จาก 5 ดาวจ้าง Financial Planners
Financial Planning is a key element to managing finances, yet it is often overlooked or underestimated by individuals. A Financial Planner is a professional who has the necessary skillset to effectively and efficiently map out a viable plan to manage and grow your finances. They are there to provide advice and recommendations for your financial needs, including budgeting, taxes, investments, insurance, estate planning and retirement planning. Their aim is to provide their clients with the ultimate goal — financial stability.
At Freelancer.com, we have world-class Financial Planners capable of developing complete and tailored strategic financial plans that are adjusted per each individual scenario. They produce detailed calculations in their financial plans featuring estimated outcomes, graphs and charts which provide maximum information to help drive informed decisions. Our Financial Planners are not just advisor and consultants but true problem solvers creating ingenious solutions which can serve as a successful asset for any household or business.
Here's some projects that our expert Financial Planners can make real:
- Analysing financial risks
- Reducing tax bills
- Maximising investments
- Creating comprehensive budget plans
- Developing banking strategies
- Drawing up estate plans
- Optimising retirement strategies
These are just some of the services that our Freelancer.com Financial Planners can offer you – when you work with us, you’re guaranteed an experienced professional who will go above and beyond to ensure your financial plans operations run smoothly and efficiently. So if you’re in need of a Financial Planner for any kind of financial project such as developing an estate plan or cutting down on tax bills – post your project on Freelancer.com today!
จาก 25,821 รีวิว ลูกค้าให้คะแนน Financial Planners 4.9 จาก 5 ดาวจ้าง Financial Planners
Hiring: Café Pre-Opening Consultant / Operations Head (Patna) I’m excited to announce that I’m setting up a premium café in Patna, inspired by top-tier café brands in India, and I’m looking for an experienced professional to lead the pre-opening setup and operational structuring. Role: F&B Consultant / Café Operations Head (Project-Based) Key Responsibilities: • End-to-end café setup (pre-opening phase) • Vendor sourcing & finalization (coffee, bakery, kitchen, packaging) • Menu planning, engineering & costing • Designing SOPs for kitchen & coffee bar operations • Staff hiring, training & workflow structuring • Ensuring a smooth and high-quality launch Preferred B...
Saya ingin memperoleh panduan praktis, singkat, dan jelas tentang cara menarik uang. Metode penarikan yang saya pilih adalah dana, jadi jelaskan alur lengkap menggunakan layanan tersebut—mulai dari verifikasi akun, langkah penarikan, hingga konfirmasi penerimaan dana di rekening atau dompet digital. Fokus utama saya adalah manajemen uang; karena itu sertakan tips sederhana tentang cara mengalokasikan dana setelah berhasil ditarik agar tetap aman dan terkelola dengan baik. Deliverable yang saya butuhkan: • Dokumen ringkas (PDF atau Google Docs) berisi langkah-langkah penarikan dana dengan screenshot atau ilustrasi penting. • Daftar checklist keamanan dan rekomendasi manajemen uang pascapenarikan. • Sesi tanya-jawab singkat secara chat atau panggilan (maks. 3...
To guide withdraw forex profits to indian accout without tax or very less tax Without bank account freezing
I need a comprehensive trust document drafted for an irrevocable non-conduit trust. Key provisions to include: - Trustee powers and duties I already have a trustee in mind. Ideal skills and experience: - Expertise in trust law - Experience drafting complex trust documents - Attention to detail and accuracy
Sou não residente em Portugal e preciso de um contabilista certificado que faça a preparação do meu IRS e do IVA resultantes da atividade de Alojamento Local. O que forneço: • Faturas de despesas • Registros de renda • Comprovantes de pagamentos O que preciso: • Organização desses documentos e apuramento dos valores sujeitos a IRS e IVA • Cálculo da matéria coletável e das deduções permitidas para Alojamento Local • Preenchimento das declarações oficiais no Portal das Finanças e, sempre que possível, submissão eletrónica em meu nome • Orientação sobre prazos, obrigações de não re...
I'm seeking an experienced accountant to assist with shutting down my partnership in a landscaping business and continuing as a sole trader. Key tasks include: - GST registration - Ongoing bookkeeping - Tax preparation Ideal candidates should be proficient in: - Accounting principles - Tax regulations - Setting up and managing accounting software (since I currently use none) Looking for someone detail-oriented and reliable with experience.
I run a small but fast-moving agency and I’m looking for a remote bookkeeper to keep our accounts payable and receivable perfectly up to date. The focus is pure bookkeeping—capturing every bill, coding every client payment, and making sure nothing slips past its due date. Here’s what I need from you: • Maintain the AP/AR ledgers daily, attaching source documents and matching each entry to the correct client or cost centre • Generate weekly ageing reports and a concise cash-flow snap-shot so I always know who we owe and who owes us • Close the month within three business days, flagging discrepancies and recommending follow-ups on overdue invoices Accuracy and timeliness matter more than volume; I prefer clean books to heroic catch-ups. I’m flexi...
Quiero optimizar mi declaración de impuesto sobre la renta y necesito a alguien con experiencia en planificación fiscal personal. Lo que espero: • Revisión de mi situación financiera actual y de los documentos relevantes (ingresos, deducciones, inversiones). • Propuestas claras para reducir la carga impositiva dentro del marco legal vigente. • Un plan paso a paso que incluya calendarios de pagos, recomendaciones de deducciones y sugerencias de ahorro complementario. • Explicaciones sencillas que me permitan entender cada decisión y su impacto. Valoro la confidencialidad, el uso de herramientas actualizadas y la capacidad de comunicar conceptos complejos en un lenguaje accesible. Si has trabajado con contribuyentes individ...
Saya baru mulai belajar berbisnis dan sama sekali belum memahami dunia keuangan. Saya ingin seseorang yang sabar membimbing saya — mulai dari dasar — agar saya mampu: • Mengelola keuangan pribadi dengan terstruktur • Menyusun rencana tabungan bulanan yang realistis • Memahami pilihan investasi pemula (deposito, reksa dana, emas, dll.) beserta risikonya • Memonitor perkembangan aset menggunakan template spreadsheet atau aplikasi sederhana Format pendampingan yang saya bayangkan berupa sesi online reguler (video call atau chat) disertai materi ringkas, contoh kasus, dan tugas praktis agar saya cepat paham. Jika Anda memiliki sertifikasi keuangan, pengalaman melatih pemula, atau portofolio keberhasilan klien lain, mohon sertakan. Target saya dalam ...
Accountant for Boutique Pre‑Opening & Ongoing Operations (Remote – India) Project-Based / Hourly (to be agreed) Role Overview We are looking for a detail‑oriented Accountant to support the financial setup and ongoing bookkeeping for a luxury bridal/fashion boutique in Qatar. The role focuses on pre‑opening budget tracking, expense management, and inventory‑linked accounting workflows, with the option to continue after the boutique opens. Scope of Work 1. Pre‑Opening Accounting & Budget Tracking Create a comprehensive budget tracker for construction, procurement, décor, and operational setup. Monitor and record all pre‑opening expenses. Track payments to contractors, suppliers, and service providers. Prepare weekly budget status reports. 2. Boutique Accounting S...
Saya sedang menata kembali keuangan pribadi dengan fokus utama pada pengelolaan hutang. Tujuan saya jelas: mengurangi jumlah hutang yang ada, bukan sekadar menata ulang jadwal cicilan. Untuk mencapainya, saya membutuhkan dukungan profesional sekaligus praktis, termasuk bantuan dalam negosiasi ulang dengan para kreditur. Ruang lingkup pekerjaan: • Analisis ringkas portofolio hutang saya (jenis pinjaman, bunga, tenor, biaya penalti). • Rekomendasi strategi pengurangan pokok dan bunga: prioritas pelunasan, konsolidasi, atau opsi refinancing yang masuk akal. • Draf skenario negosiasi: poin tawar penurunan bunga, restrukturisasi tenor, atau penghapusan denda. • Template surat dan skrip percakapan untuk berkomunikasi dengan bank atau lembaga keuangan. • Rencan...
Tôi đang chuẩn bị mở một dự án trong lĩnh vực thực phẩm và đồ uống và cần một bản kế hoạch kinh doanh cơ bản, gói gọn trong ngân sách 1 triệu. Những gì tôi mong nhận được: • Phân tích thị trường ngắn gọn: quy mô, xu hướng tiêu dùng nổi bật, đối thủ chính và khoảng trống còn bỏ ngỏ. • Xác định khách hàng mục tiêu cùng đề xuất định vị sản phẩm/dịch vụ. • Khung mô hình kinh doanh: nguồn lực chính, hoạt động cốt lõi, kênh phân phối, dòng doanh thu. • Ước tính chi phí khởi sự và điểm hòa vốn ở mức phác thảo để tôi có cơ sở t&ia...
I have started an excel program // I am going through a divorce // I need transitions //downloaded from Bank Account/ I have categories I want to work with at present/ Expense summary // then A place to highlight something not right * sign then an explanation page easily read.
I want to bring a chartered accountant on board who can focus exclusively on financial planning and analysis for my business. The immediate goal is to turn our raw accounting data into clear forecasts, budgets, and decision-ready insights that will guide our next stage of growth. Here’s what I have in mind: • Build an annual budget and rolling monthly forecast based on historical QuickBooks data. • Develop a simple KPI dashboard that highlights cash-flow drivers, margin trends, and break-even points. • Provide variance analysis after each month-end close with a short written summary of the key movements and recommended actions. You will receive full, secure access to our bookkeeping files and prior financial statements. I’m looking for a collaborative...
Saya sedang mencari konsultan keuangan yang dapat membantu saya fokus pada debt management. Tujuan utama saya sederhana: merapikan kondisi keuangan agar saya bisa melunasi utang lebih cepat dan mulai menabung untuk masa depan. Yang saya butuhkan: • Analisis menyeluruh atas semua kewajiban utang saya (termasuk bunga, tenor, dan prioritas pelunasan). • Strategi pembayaran utang yang realistis dan terjadwal, lengkap dengan proyeksi timeline hingga lunas. • Saran praktis untuk menekan pengeluaran bulanan tanpa mengorbankan kebutuhan penting. • Panduan membangun dana darurat agar saya tidak kembali berutang. Saya akan menyediakan semua data yang diperlukan—saldo utang, suku bunga, penghasilan bulanan, dan pengeluaran rutin. Saya berharap Anda menyajikan s...
I need a standby letter of credit issued by a recognised bank that I can present as collateral for an upcoming loan facility. Because the instrument’s sole purpose is loan security, it must be structured in standard SBLC format and delivered through SWIFT MT-760 (or an equally accepted banking channel). I am not working against a tight clock, so timing is flexible; what matters most is that every compliance box is ticked and that I receive verifiable issuance evidence from the bank itself before any funds are released on my side. Deliverable: • Original SBLC (bank-issued, transferable or non-transferable as required for loan security) with accompanying SWIFT confirmation. If you already have established relationships with issuing banks and can guide me through the custo...
I run a hydroponic service company and the bank has asked for a fresh Credit Monitoring Arrangement (CMA) projection. I need a complete one-year model that stands up to lender scrutiny and clearly tells the story of our cash needs and growth path. The work revolves around three core statements—income statement, balance sheet, and cash-flow statement—built month-by-month, tied together, and driven by transparent assumptions. Please build everything in a clean, well-annotated Excel workbook so I can trace every input. Deliverables • Excel file with linked Income Statement, Balance Sheet, and Cash-Flow tabs covering 12 months • Separate assumptions tab showing revenue drivers, cost structure, funding terms, and cap-ex for the hydroponic operations • A brief ...
Saya sedang mencari solusi praktis untuk menambah penghasilan agar bisa membantu orang tua sekaligus memenuhi kebutuhan pokok harian—khususnya belanja makanan dan minuman. Yang saya perlukan: • Rencana langkah-demi-langkah yang realistis dan dapat segera dijalankan di Indonesia (mis. usaha sampingan online/offline, jasa berbasis keterampilan, atau cara monetisasi hobi). • Perkiraan modal awal dan proyeksi pendapatan untuk tiap opsi. • Tips efisiensi pengeluaran harian agar uang belanja makanan dan minuman lebih terkontrol. • Daftar sumber daya atau platform lokal yang relevan beserta cara mulai menggunakannya. Utamakan ide yang mudah diterapkan dengan modal kecil, berdampak cepat, dan tetap etis. Kirimkan rancangan ringkas berformat dokumen atau spre...
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