Our Processes
Our Team – Your Goals
1. Client Brief
Speak to us about where you would like to position yourself, your financial goals and aspirations. Get firsthand information about investment opportunities. Meet with one of our investment advisers in person and take control of your financial future.
3. Dedicated Specialised Adviser
Your dedicated specialised adviser will work with you to design a portfolio that not only meets your specific investment and financial requirements but also takes into account your tolerance levels and risk appetite. We help you create a portfolio that delivers on your objectives and is in line with your goals over a long-term basis.
2. Consultation and Fact Finding
Our adviser will sit down with you and discuss your portfolio goals. We’ll conduct a full fact-finding process to gather information about your finances, assets, liabilities, goals and objectives. From here your profile starts to take shape and we can provide tailored solutions.
4. Implementation
Once you have read and understood our proposal and recommendations, we proceed to the implementation stage.
Our service does not end after implementation. We provide ongoing support through your wealth management journey. Through regular reviews and consultations, we can ensure that you are on track towards achieving your financial goals.
Speak to us about where you would like to position yourself, your financial goals and aspirations. Get firsthand information about investment opportunities. Meet with one of our investment advisers in person and take control of your financial future.
Our adviser will sit down with you and discuss your portfolio goals. We’ll conduct a full fact-finding process to gather information about your finances, assets, liabilities, goals and objectives. From here your profile starts to take shape and we can provide tailored solutions.
Your dedicated specialised adviser will work with you to design a portfolio that not only meets your specific investment and financial requirements but also takes into account your tolerance levels and risk appetite. We help you create a portfolio that delivers on your objectives and is in line with your goals over a long-term basis.
Once you have read and understood our proposal and recommendations, we proceed to the implementation stage.
Our service does not end after implementation. We provide ongoing support through your wealth management journey. Through regular reviews and consultations, we can ensure that you are on track towards achieving your financial goals.