Individuals

financial coaching

We offer financial coaching to those individuals that want to adopt healthy, long-term financial habits, make sound decisions, and build and preserve your assets over your lifetime. We compile a customized package for you, depending on your current financial literacy, financial position and goals.

financial planning

We offer the full suite of financial planning services and you can choose how you want to pay- either the traditional way, fee-based or service-based - it is up to you.

investments

We offer specialized investment services to clients who have a keen interest in investments:

share portfolios
derivative strategies
customized investment plans