$200 per session
The Basic Financial Consultation Package is designed for individuals seeking specific financial guidance for their current situation. In this package, you'll receive a one-hour consultation session with a certified financial adviser.
$1,500 - $2,500
The Comprehensive Financial Planning Package offers a holistic approach to your financial well-being. This package includes multiple consultation sessions and a comprehensive analysis of your financial situation.
1% of managed assets
The Investment Portfolio Management Package is designed for individuals who want professional management of their investment portfolio. With this package, you'll have a dedicated investment highly qualified manager.
This includes services like banking, investment, insurance, and financial planning. The goal is to help clients optimize their financial decisions, achieve their short-term and long-term goals, and navigate the complexities of the financial landscape.