A holistic approach to working through your finances step-by-step.
We’ll meet for an hour so that I can get to know you, gain an understanding of your current finances, and list out your goals.
By looking at your current finances and with the help of the Riskalyze questionnaire, we’ll determine how much risk you can take withour compromising your goals.
Investment Profile Proposal
Based on your individual context, I’ll craft an investment proposal for you to consider. It will outline the goals we’ve discussed and the unique strategies that will help us to meet them.
- Individually TAILORED PORFOLIOS
- ASSET location strategies
Implementation & Ongoing Management
After the investment profile is approved, I’ll move forward with selecting specific investments that align with the strategies in our plan. Then, I’ll regularly monitor and re-balance your assets for maximum growth.
- Regular Monitoring
- Periodic Rebalancing
- quarter & Year-end Reviews
I’m passionate about making a contribution to your life through knowledgeable advice.
Let me help you craft an individualized investment strategy designed to grow for the long term.