At New Independent, we believe that having a review of one's financial health through a Comprehensive Financial Plan is as critical as having a full-body health check-up. A Comprehensive Financial Plan consolidates all your financial matters and allows the financial advisers' representative and yourself to ascertain and analyse your financial health from a holistic viewpoint and to prescribe the relevant solutions. Indeed, at NI we are very proud of our unique proprietary system, the NI Concept Plan. As of 31st March 2008, we have been engaged to write more than 190 fee-paying financial plans.

The NI Concept Plan encompasses the entire financial planning process: