A future with no money worries
No matter how much money you have today, if you spend more than you earn, you will eventually go bankrupt. A 2019 GOBankingRates.com study found that nearly 40% of workers surveyed age 55 and older reported no retirement savings. Some had a pension to rely on, but most were financially unprepared to exit the workforce.
Do you wish to spend your retired life worrying about running a household? We hope not. Having a plan in place can give purpose to your money and will help you set yourself up for financial security in your retirement years.
We believe that in an age where life expectancy is increasing, it’s imperative that individuals in nuclear families today set themselves up for a future that is safe, secure and free from financial troubles.
How Does it work?
To help you, we need to know more about you! You will have to fill a form, then our team will reach out for verification purposes & agreement confirmation, following that you will be sent a link to authorize the payment of our fee. Lastly, we will schedule a date for our first session.
Understanding Your Goals & Priorities
We will connect over video chat for 3 sessions to further understand your financial situation, lifegoals, priorities and to assess your risk profile and spending habits.
Analysis & Advice
Once we have enough information, we will create a customised plan for you. Usually, there will be some trade-offs that you will need to make, when it comes to meeting your goal. We will share the relevant options with you, to help you make an informed decision based on your priorities.
Get Started On Your Journey
Now that you have a plan, we will open the relevant accounts for investing your money and help you implement the plan that has been put in place.
Monitor Your Progress
You can track your portfolio at your fingertips via our mobile app. And, we will also regularly monitor and evaluate your progress in meeting your financial goal.
Let's Get Started