OUR PRIORITY
Make your money work for you.
GET STARTED TODAY!
Use our free tool to create your Wealth Map and figure out your net wealth - at no cost for you.
Then continue to work on it on your own, if you like, or let us help you in creating your Wealth Plan. Click "Start My Wealth Strategy!" above, or click here - it's free!
No commitment, no cost, just a free tool to start putting your finances in order.
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Find out more about our services, about us, or about you!
ABOUT US
You are unique, and your financial needs are different from anyone else's.
For us, you are in the center - your unique situation, circumstances, goals, and needs. We first focus on understanding all about you, and then help you to set up your finances accordingly. With this, your money will work for you as hard as you do to fulfill you needs and goals, and in ways that suits your the best.
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We are a fiduciary - we will always put your best interests first, acting with prudence - with the skill, care, diligence, and good judgment of a professional. We will not mislead you and will provide conspicuous, full and fair disclosure of all important facts.
We will avoid conflicts of interest and fully disclose and fairly manage, in your favor, any unavoidable conflicts.
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Our work relies on three fundamental pillars. The first one is the theory, models, and methods acquired through formal education and training - MSc, MBA, and CFA. The second pillar is decades of experience and practice in wealth strategy formulation and application. The final third pillar is our own first-hand experience in applying the methods not only with our clients but also in our own financial lives - walking the talk, eating our own cooking. With these, you can trust on getting support, advise, and plans that are both sound in theory and work in practice - for you; they are specifically matched and adapted to you and all your real-world circumstances, conditions, and requirements.
OUR SERVICES - WEALTH STRATEGY AND FINANCIAL ADVICE TO SUIT YOU
PLANNING YOUR FINANCIAL LIFE
As the first step towards your Wealth Plan, we collect the key information about your situation, circumstances, needs, and goals. We then suggest to you where to focus to make the most of your finances. Our recommended actions may cover all key areas of your financial life: income, savings, investments, insurance, and estate planning, while also keeping an eye on taxes and other regulatory aspects.
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Our recommendations for your Wealth Strategy always put your interests first. We don't try sell you any financial or other products, but only suggest to you what is the best for you and your money. For this, we only charge you what you have agreed in advance. And if you didn't agree on anything, then it's free of charge.
PLANNING YOUR SAVINGS
Savings is what powers your investments, the life blood of your financial well being. Based on your situation, circumstances, needs, and goals, we suggest actions that form the core of your savings plan. The key in a successful savings plan is that it really suits you - you are both willing and able to stick to it. Any recommendations we make are based on your interests only - we do not get hidden (or other) commissions or fees for any component of our recommendations. You only pay us the fees that you agreed on in advance, if anything.
PLANNING YOUR INVESTMENTS
Investments are the heart of your financial life - keep them in great shape, and you are set up for success. Starting from your situation, circumstances, needs, and goals, our recommendations will enable you to invest in a way that is optimal and sustainable for you: the best possible long-term returns for the level of risk that suits you. Our fees, if any, are fully transparent and always agreed with you in advance. No hidden commissions, referral fees, or anything else that would not put your interests first.