Helping Businesses and Individuals in wealth management
Most individuals struggle to grow or manage wealth effectively, so i developed a process based on solid strategy to buid meaningful wealth creation strategies that empower my clients grow wealth without hassle
Building wealth
My network of full-time professional discretionary investment managers use objective, time-tested strategies to build cost-effective, tax-efficient portfolios to match your risk-return profile. And our commitment to oversight, regular reporting, and rebalancing ensures your portfolio stays on track to achieve your goals
- • O.T.C
- • Illiquid securities
- • High-frequency trading
- • dark pools
- • Non-financial instruments
- • Debt Financing
Insurance Solutions
Insurance can be an effective tool to protect your financial security. We will assess your current insurance coverage and identify any risks to your financial security, filling any gaps in coverage, including death, disability, and critical. We will show you how to get better value for premiums paid by managing insurance as a cost-effective defensive strategy.
- • Clients prefrences
- • Mission, vision, values
- • Gap analysis
- • Thinking
- • Management strategy
- • Situational awareness
Equity Investments
I will help you buy shares through a stock broker on a stock exchange market while trading at a lower price. They monitor the shares’ performance at the stock market, and when the share price goes up, and sell them at a profit. This bring about more diversification in the asset allocation of your portfolio.
- • Tax management
- • I.R.A
- • Real estate portfolio
- • Detailed financial reporting
- • Maximize profit
- • Minimize cost
A good wealth manager helps save time by doing all the heavy lifting for you, so you can spend more time doing what is most important to you—living life.
One of the most important (and often overlooked) factors in successful investing is proper tax planning. A wealth manager can structure your investments in appropriate accounts so that you can maximize tax savings.
It is beneficial to have an impartial third party available to hold you accountable. Your finances are no exception. A Wealth manager can be that impartial third party you need to help you stay on track.
An experienced wealth manager will be able to discuss your wishes and provide insight and guidance that you simply cannot get when you go it alone. Relying on a trusted wealth manager can also help you avoid generalized investment advice and schemes that may not fit your specific needs.
A good wealth manager helps save time by doing all the heavy lifting for you, so you can spend more time doing what is most important to you—living life.
One of the most important (and often overlooked) factors in successful investing is proper tax planning. A wealth manager can structure your investments in appropriate accounts so that you can maximize tax savings.
It is beneficial to have an impartial third party available to hold you accountable. Your finances are no exception. A Wealth manager can be that impartial third party you need to help you stay on track.
You may not have access to all possible investment options if you don’t use a wealth manager. For example, there are certain mutual funds that are only available through an advisory relationship. Working alone, you wouldn’t have access to these investments. A reliable investment manager will have their investment committee regularly screen these exclusive options to determine if they are suitable for you.
First impressions matter, so your investments should look great and yield returns
1. Learn
Framing the problem is crucial to the success of any project. In this phase I make sure I understand everything about my client, their risk appetite, preferred investment and wealth management duration, what were your previous inhibitors to wealth management and what is the the real problem we’re trying to solve.
2. Strategy
Every wealth manager has to achieve a specific goal. After learning what my clients needs in the first phase aforementioned, I try to think of a strategy to actualise them. This phase is mostly done through workshop with you, the client. I’m a big believer of collaboration and co-creation.
3. Making
Guided by a Myriad of investment insights , I create multiple concepts to solve the problem we identified. However, only the real viable solution make it to you. I don’t present sketches or rough ideas, I present working solutions to creating and managing wealth.
Getting rich is easy but staying rich would require my services
Hey there! Alternative trading offers you access to a wider range of investment options beyond traditional stock exchanges. You can enjoy lower fees and more flexibility as a smaller investor, but there are higher risks involved. With careful research and due diligence, alternative trading can help you build a more diversified and profitable portfolio. Let's explore together!
Alternatives
Derivatives
Luxury estate
Bonds
The best investment on Earth is Earth.
In my experience in the real-estate business, past success stories are generally not applicable to new situations. We must continually reinvent ourselves, responding to changing times with innovative new business models.
Leasing
Rentals
Luxury
Mortgage
Risk comes from not knowing what you're doing.
Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas. Join my webinars to get the best strategies on investing in financial and non-financial commodities.
Skype
Google Meet
Zoom
Ms Teams