On our first visit, we obtain information on your current financial situation, including assets, liabilities, income and financial objectives.
After researching your unique situation, our consultants will return with a written report and explain it in detail. This report will include not only suggestions to reach your financial goals, but also a comparison of products from different financial institutions. We believe that our independence from these institutions helps us to stay focused on our client’s needs, without the interference of contractual obligations.
We encourage our clients to ask questions, as we endeavour to assist you in making an informed decision. After consulting, we will do exactly what you decide, even if it is not what we suggested.