Create a financial plan in two steps, Financial planning starts at $2,250

Step 1: Select the package that is most suitable for you.

*Based on normal complexity

*Based on normal complexity

Step 2: Decide who will manage your investments

If you’re not into managing finances – be it because you’re just not the type who finds it interesting, or you’re too busy to deal with the many complexities – that’s okay. We can manage your assets so that they are in line with your personal financial plan.

Having us manage your assets is a good option when you:

  • Want to build a diversified, low-cost investment portfolio

  • Want to avoid emotional or impulsive investment decisions

  • Feel uncomfortable managing investments yourself

  • Demand simple, transparent, and fair management fees

  • Want to coordinate your financial plan with your investments

  • Prefer to delegate investment management instead of handling it yourself