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Our funder, who has the largest advised portfolio, invests heavily in the same assets we advise our clients.

Over the years, his investment strategies have repeatedly yielded robust results, enabling him to attain financial independence at an early stage in life. Our interests are fully aligned with those of our clients. Our performance-based fees reinforce this partnership, as our income is directly tied to our clients' success. In this way, we work together towards mutual prosperity.

A CLIENT THAT OWNS MULTIPLE BUSINESSES

Service: Stock investing
We had the pleasure of working with a client who saw the potential of the Vietnamese stock market and decided to invest with our company. Over the years, their investment performed exceptionally well and they chose to increase their investment even further.
We worked closely with the client to identify and evaluate potential Vietnamese stock options and helped them to make informed decisions about their investment strategy.
Our team also provided ongoing support and guidance to ensure their portfolio was aligned with their goals and risk tolerance.
Their faith in the Vietnamese market has been rewarded with strong returns and they continue to expand their portfolio with us, confident in their investment strategy.

* Started investing in: 2013

* Total investments: EUR 100k

* Portfolio value as of end of 2022: EUR 210k

A YOUNG PROFESIONAL WHO DREAM BIG

Service: Stock investing

The client has been working in sales for the last 6 years and has found success in this field, becoming passionate about her job. Despite her success, she realized that she had not been managing her money as well as she wanted to. She had made some impulsive purchases, such as buying a new car early on, and had a tendency to indulge in online shopping.

However, she decided to take control of her finances and began investing following the advice of her financial planner. Her goal was to retire by the age of 40 and she knew that investing early would be crucial to achieving this goal. In 2015, she began investing in Vietnamese stocks, which turned out to be an excellent decision when looking at her portfolio's performance since then.

With her continued success in her sales job and her newfound dedication to her financial goals, she is on track to retire by the age of 40. She is now able to make informed decisions about her financial future, with the help of her financial planner, and is confident that she will be able to achieve her dream of early retirement.

* Started investing in: 2015

* Total investments: EUR 100k

* Portfolio value as of end of 2022: EUR 210k

EXECUTIVE AT A PUBLICLY TRADED COMPANY

Service: Financial planning

The client was in search of a financial planner who could guide them through the process of creating a comprehensive financial plan that would help them achieve their financial goals. They wanted to be actively involved in the process, and to feel empowered to make the best decisions for their family. They also desired to have peace of mind knowing that their decisions were being made with professional guidance.

With the help of their financial planner, the client received a comprehensive plan that incorporated a low-cost, tax-efficient investment strategy for retirement. This strategy was designed to help them grow their savings while minimizing their tax liability. Additionally, cash flow planning was incorporated to help them figure out how to use their surplus for college, retirement, and everything in between. This allowed them to have a clear understanding of their current financial situation and make informed decisions about their spending and saving habits.

Furthermore, the plan included scenario analysis to show what life would look like depending on the client's career evolution. This helped them determine the best strategy for moving forward, taking into account different potential outcomes and how they would impact their financial goals.

Overall, the client now has a clear picture of where they are and where they're going. They are on track for all of their goals and feel empowered in their decisions. With the help of their financial planner, they are now able to make informed choices about their financial future with confidence.

* Contacted in: 2021

* Cost of the financial plan: ????

* Estimated gains due to the financial plan over the next 5 years: EUR 210k

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