You are thinking about the future.
You have goals and dreams, and most important a Vision.
You are a delegator, but you also want to be involved in designing your masterplan.
You have worked hard and you are successful. You care about your family, others, and the environment.
You have strong core values: generosity, bravery, gratitude, fairness, independence, happiness, creativity, kindness, solitude, compassion, intuitiveness, inquisitiveness, integrity.
You want to embark on a journey from being the owner of many financial products, to being the owner of your financial future.
Our clients contact us for many reasons, for example:
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What would I do with the inheritance I have just received?
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Have I got enough money to retire on?
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Are my investments and pensions invested correctly?
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Shall I consolidate my pensions? Shall I take more investment risk?
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How much do I need to sell my business for to have enough money to live for the rest of my life?
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I have heard about sustainable and ethical investments and I would like to change my portfolios.
Let’s start the conversation and book a discovery meeting.
IMPORTANT NOTE: The value of an investment and the income from it could go down as well as up. The return at the end of the investment period is not guaranteed and you may get back less than you originally invested.