Our Process

A Consistent and Continuous Investment Process

Discover
- Understand your financial goals, potential obstacles and preferences
- Identify your interests, if any, in our services beyond investing
- Gather documentation
- Open dialogues with your accountant and lawyer, if required

Propose
- Personalised financial plan
- Investment Portfolio
- Implementation and transition schedule
- Working together - briefing and reviews

Implement
- Initiate the financial plan
- Phase in investment recommendations
- Enroll in appropriate services
- Consolidate assets

Monitor
- Monitor progress according to plan
- Adjust the plan and investments when needed
- Consult with your accountant and lawyer as needed