Services
Our Services
Our service solution is founded on the internationally recognized six-step financial planning approach.
Step 1:
Make the first contact
We define and agree on the mandate, as well as your objectives, together.
Step 2:
Research the facts
We gather all essential data in order to create a tailor-made strategy for you.
Step 3:
Analyze the data
We gather and analyze data in order to develop a strategy and consider all accessible possibilities.
Step 4:
Suggested Action
We share our analysis, offering practical answers and/or suggestions to meet your stated objectives and goals. Our service level agreement includes information on future financial plan assessments and ongoing monitoring.
Step 5:
Execution
We give a report that explains, contextualizes, and addresses all aspects of guidance and compliance. We acquire your permission to proceed with the plan's execution and provide assistance with all necessary steps, providing feedback on the status of the application/s and requirements.
Step 6:
Review of current service offer
We will communicate with you to make certain that our mandate is carried out. Your financial plan will be evaluated in accordance with the terms of our agreement.
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Our Specialization
Estate Planning
To protect your family and disperse your assets, we'll help you organize your estate.
Tax Planning
To invest sensibly and save money, we'll explain tax incentives.
Investment Strategy
An income-to-assets approach is the core of a solid financial plan. We'll aid your financial autonomy.
Life Insurance
Let us safeguard what is most important to you.
Risk Planning
Protect yourself from death and incapacity with our aid. We'll certainly hope you never require it.
Income Protection
Income protection is insurance. Monthly insurance payments are made. Then you get a monthly compensation if you can't work due to a covered illness or injury.
Wondering how to plan your Estate?
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