Create a financial plan in two steps, Financial planning starts at $2,250
Step 1: Select the package that is most suitable for you.
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