Our Ongoing Financial Planning service combines the financial plan and our investment management service. This is the on-going process of monitoring and managing all aspects of your financial life.
This is a fixed fee agreed upfront. Our fees depend on the nature and the complexity of the work being carried out.
What you will get:
The service of a dedicated investment manager who will maintain frequent contact with you to make recommendations in line with your agreed investment strategy.
Ongoing review of your global financial strategy according to your own goals.
Highly personalized service. Each client's portfolio is custom designed to meet the requirements of their investment objectives, tolerance for risk, and liquidity needs.
Regular phone calls to discuss your financial matters.
A monthly summary of your net worth.