In the long term we want our clients to improve their understanding of financial products and markets. However, we recognise that our clients have different needs for advice and information but want the comfort of knowing that their plans are being looked after. Putting a review & monitoring system in place ensures that on a periodic basis your financial consultant will review your file to keep you on track.
We recognise that our clients have different needs for advice and information and want the comfort of knowing that their plans are being looked after. Putting a service option agreement in place ensures that we will review your plans to keep you on track. We therefore offer 3 cost-effective options of your choice.
Pay As You Go
Designed for the majority of our clients who want to have a basic approach towards their specific financial need.
This approach ensure their plans stay on track to meet their needs at an affordable cost.
To ensure that your plans receive basic monitoring and oversight we will provide basic administration of your insurance policies & investment holdings.
We will meet based on what you need and what we have analyse so as to provide you a set of recommendations for your implementation.
Pay As You Plan
Designed for clients who want to ensure their plans stay on track to meet their needs at an affordable cost in a total/comprehensive approach.
This is a total financial review on your situation and we provides a scheduled review meeting each year with your Financial Consultant to undertake a full review of your financial needs and check that your plans keep pace with the changes in your life.
We include a free risk profiling service and investment solutions that matched to your risk profile.
Pay As You Earn
For clients with larger investment funds who require a more “hands on” approach, we offer the Premium Service.
This is a holistic service to manage your investments on a more regular basis, and investment advice will be based on detailed risk profile assessment and understanding of personal preferences.
You will get access to our in-house wealth management bespoke investment portfolios and a range of over a wide scope of 400 over market funds for your consideration.
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