Our one-time customised investment plan involves a comprehensive, step-by-step process to define your financial objectives, duration, risk tolerance, and other prevailing circumstances. Following this, we develop an Investment Policy Statement that serves as a foundational guide. Based on this, we construct your investment portfolio, allocate assets, select securities, and draft an actionable roadmap for implementation. During our maximum of four (2) meetings (via phone, video, or in-person at our office), we'll work together to create a personalised, customised investment plan that empowers you to implement our recommendations on your own. This plan costs $2,000 (one-time fee)
Personalised Consultation
Schedule a one-on-one meeting with our financial experts to discuss your goals, risk tolerance, and existing financial landscape.
Comprehensive Assessment
We conduct an in-depth evaluation of your financial standing, including assets, liabilities, income, and expenses to create a tailored plan.
Investment Guidance
Based on your profile, we offer specific investment recommendations, including asset allocation strategies to meet your financial objectives.
Actionable Roadmap
We provide a step-by-step guide outlining how to implement your financial plan, complete with timelines and milestones.
Resource Kit
You'll receive a set of tools and resources (worksheets, checklists, and guides) to help you implement and track your investment plan independently.
