Our One-Time Comprehensive Financial Plan goes beyond just investment planning to offer a more comprehensive financial plan. We define your financial objectives, duration, and risk tolerance, taking into account other prevailing circumstances such as estate planning, insurance needs, and retirement goals. A comprehensive financial plan serves as a foundational guide, followed by not just portfolio construction but also debt management, retirement planning, and estate planning. During our maximum of four (4) meetings (via phone, video, or in-person at our office), we collaboratively create a customized financial plan designed for you to implement independently. This plan costs $3,500 (one-time fee)
Personalised Consultation
Schedule a one-on-one meeting with our financial experts to discuss your broader financial goals, risk tolerance, personal circumstances, and current financial landscape.
Comprehensive Assessment
We take a deep dive into all aspects of your financial life, including assets, liabilities, income, expenses, tax considerations, estate and retirement plans to create a holistic financial plan.
Multi-faceted Financial Guidance
Apart from investment guidance, we also provide actionable advice on debt management, retirement planning, tax optimisation, and estate planning/trust advisory.
Actionable Roadmap
Our plan includes a step-by-step guide that outlines how to implement not just your investment plan but your overall financial strategy, complete with timelines and milestones.
Resource Kit
Receive a comprehensive set of tools and resources like worksheets, checklists, and guides to assist you in implementing and tracking your comprehensive financial plan on your own.
