Benefit from a comprehensive financial strategy.
Success with value program - A holistic approach
Success with Value Program is our journey together. It is a process to help you not only achieve your financial success, but also help you to further identify or discover what you value most in your life and in your relationship with us. We have 4 steps in our process:
1. Discovering your destination and establishing your goals
- Initial consultation meeting to understand your current financial situation.
- Quantify your risk tolerance to manage your wealth within your comfort level.
- Set expectation in order to deliver exceptional customer service.
- Prioritize your needs and define your destination.
2. Planning your route and establish your road map
- Investment Policy Statement (IPS) - to help you focus on your long term goals.
- Design your strategic asset allocation (road map) based on your unique profile.
- See the big picture and know the direction and how you will get there.
3. Put it in gear and implement the plan
- Identify opportunities from various research resources.
- Choose the best investment ideas in each asset class.
- Buy and sell decisions are based on Fundamentals.
- Eliminate emotional investment behavior.
4. Monitoring your progress
- Periodic portfolio reviews with detailed summary notes and recommendation.
- Discover any additional needs or financial goals.
- Peace of mind to know you are on track with your financial goals.
A complete wealth management offer
While investment and retirement are this advisor’s main areas of expertise, they can guide you for your other financial needs as well. Following their assessment, they will put you in touch with the appropriate specialist.
Make a plan for your loved ones.
Take advantage of our expertise to make the most of your investments. Benefit from a wide range of investment solutions whether you’re building up your assets or cashing out your retirement funds.
Get advice on how to manage your budget efficiently (income, expenses and balance sheet).
Get help finding the best solution and optimizing your financing strategy with the right financier expert.
Rest easy with advice from the experts.
