Premium Wealth
Retainer Plan
This comprehensive plan provides continuous support and expert guidance to ensure your wealth is strategically managed, and your financial goals are achieved. With access to our team of seasoned advisors, you'll receive personalized strategies that encompass investment management, tax planning, estate planning, and more. The Premium Wealth Retainer Plan is ideal for those who want to preserve and grow their wealth while receiving the highest level of service and expertise from WealthHat.
We provide two distinct service packages for our clients: an Investment Advisory Retainer Plan and a Comprehensive Wealth Advisory Retainer Plan
The Comprehensive Wealth Advisory Retainer Plan is meticulously designed for individuals, families, and businesses who seek an all-encompassing approach to wealth management. This plan offers continuous access to our expert advisors, ensuring that all aspects of your financial life are harmoniously aligned with your long-term objectives. Going beyond mere investment management, this plan encompasses a holistic strategy that addresses your entire financial picture, from estate planning to tax optimization and beyond. The Comprehensive Wealth Advisory Retainer Plan is ideal for those seeking a holistic approach to managing their wealth, with the assurance of ongoing expert support. Rest easy knowing that every aspect of your financial life is expertly managed by our team. Annual Fee: A percentage of assets under advisory. Please refer to our pricing page for detailed information.
Ongoing Investment Advisory
Our team will diligently monitor and manage your investment portfolio, ensuring it remains in sync with your financial goals and risk tolerance.
Regular Portfolio Reviews
Periodic reviews of your portfolio's performance will be conducted, with the aim of providing actionable insights and recommendations to optimize your investments.
Expert Guidance
You will have direct access to our advisors who are ready to answer your queries, share valuable insights, and provide expert advice to assist you in making informed financial decisions.
Risk Management
Employing strategic risk management practices, we work to mitigate potential losses and enhance your portfolio's overall performance. This includes regular market condition assessments, diversification strategies, and continuous monitoring of your investment positions in line with your risk tolerance and financial objectives..
Holistic Financial Planning
Beyond investment management, our team will assist you in developing a comprehensive financial strategy that incorporates estate planning, tax optimization, retirement planning, and other vital aspects of your financial life.
Personalised Strategy
Our advisors collaborate with you to formulate a personalized strategy, taking into account your financial objectives, risk tolerance, and time horizon.
As a wealth advisor and fiduciary to our clients, our purpose at WealthHat is to help our clients achieve their financial goals and experience financial well-being. Our clients turn to us for the solutions they need when planning for their most important personal goals as well as family goals.
WealthHat Advisory Limited ("WealthHat") is a Corporate Investment Advisor duly licensed by the Securities and Exchange Commission (SEC) of Nigeria. WealthHat is a trademark of WealthHat Advisory Limited.