Our Services
Our Financial planning team is ready to help you minimise the risk of running out of cash not just in your current day-to-day living but also over your life time and that of the people you care for the most. Our approach is to create strategies to achieve your financial objectives and to periodically review them in line with changes to your personal circumstances and the market place. Come with us on an exciting journey with an adviser who understands the things that are important to you and who acts as your guardian in all financial matters.
Our approach covers the following step-by-step process:-
- Get to know you - your circumstances, your financial personality and your financial objectives
- Provide you with personalised strategies to achieve your objectives
- Recommend financial plans and appropriate investment products that offer you the best chance
- Partner with you to implement, review and manage your plans
Our services can be summarized under 3 categories viz:
Financiary Advisory Services
We provide financial advisory services to our clients aimed at ensuring they achieve their long term objectives and eventually become financially independent. If you don't set goals to be financially independent, you will likely become dependent on others at some time in your life. We start with providing you a free financial education workshop to help understand the important of financial planning and the steps you can take to build and sustain your finances. Then using the information we obtain from you regarding your financial situation, circumstances and your goals, we develop a financial stragegy plan that best suits you.
Our clients are provided with a personal financial road map, a plan devloped specifically to assist each to achieve financial independence. The plan would also include the steps on how to diversify ones income and create multiple streams of income to ensure income sustainaility.
Managing money is a skill that has to be built based on knowledge and experience. We provide you with both and much more. Our advices are based on double advantage of detachment (ensuring our indepence) and experience (gained professional training and from long history of being active market players ourselves).
Ensure you take care of your tomorrow today by engaging us as your financial advisers. We assure you that will be the best investment you will ever make.
Investment Services
We provide clients with advice on investment matters, making recommendations on ways to best utilize their money. This involves researching the market place and advising clients on products available (both local and offshore), ensuring they have all the information needed to choose the best investment mix to meet their long term objectives, whilst also providing them with the needed professional support during the investment execution. As your Investment advisers, we will determine your investment risk tolerance, analyze your goals and aspirations and preferences before recommending an investment portfolio that suits your profile.
Some of the goals for which our investment services focus on depending on customers needs include helping our clients generate current income, beat the market returns, keep pace with inflation, preserve wealth, grow investment portfolios, among others.
We can also link clients to the most reputable financial market operators and intermediaries, assist with negotiating best in class service rates/commissions/fees where applicable, as well as with transaction execution and related activities where the client so desire.
Our clients are provided with weekly advice of top investments products and opportunities and also the latest information regarding trending financial market issues that affects them and which they ought to be aware of.
With the deluge of financial products available these days and all kinds of organizations and individuals aggressively marketing their investment products, most people are overwhelmed and clueless as to the right choices for them. We are here to help you avoid any financial missteps that could cost you dearly and prevent you maximizing the benefits you generate from you hard earned money.
Wealth Management services
Research suggests that over 90% of retirees are unable to maintain the lifestyle and the living standards they had prior to retirement. This need not be so with you. With our professional guidance, you will be able to maintain and improve your standard of living throughout your lifetime. As a start, we undertake an analysis to assess your financial health; assets vs liabilities, income vs expenses, earning vs non-earning assets, risked vs risk-free income sources, etc. The results of the financial health check together with your financial goals and aspirations will help us to develop a program to better guide you on how to manage your wealth in such a way to best ensure you generate sustainable and improving income and do not experience a fall in standard of living at the later stages of your life. Kindly note that you are always assured of full confidentiality at every stage of your interactions with us.
Our wealth management services are also aimed at people who do not want to be heavily involved in the daily decisions and management of their assets and investment portfolios. We can take such burden off them and assist with the discretionary management of their investments.
