Welcome to Our Advisory Website!

We are committed to provide our clients with advices on how to manage money either on individual or institution level.

We conduct our job by:

• researching the marketplace for reasonable products and services,
• recommending the most suitable solutions,
• ensuring familiarity with proposed plans, and
• following-up with clients on performance.

Our advisory services vary from advising on saving schemes, investing plans and trading practices, customised according to clients' objectives. We offer Restricted Advisory services where we focus on a particular range of products and services from limited number of providers.

In general, our services involve:

• getting in touch with clients and setting up meetings to discuss needs and expectations,
• conducting in-depth reviews of financial status and studies of future goals,
• analysing collected information and preparing suitable plans,
• completing risk analyses wherever needed,
• researching the marketplace and providing clients with information on available products and services,
• designing financial strategies,
• assisting clients to take proper decisions,
• reassessing clients' changing needs and circumstances,
• keeping current and up to date information about applicable legislations,
• producing financial reports,
• maintaining close contact with clients on changes that may affect their financial plans, and
• following up with clients on their progress and performance.

Our fees are formed of three main components:

• basic advisory fee,
• commission, and
• performance bonus.

While our services are offered during the regular office working hours, we are flexible to accommodate clients' special requirements like evening ot weekend meetings and follow-ups.

Our skilled knowledge are characterised by:

• excellent two-ways communication skills,
• capability to explain complex matters in simple terms,
• willingness to network and establish close relationships with clients,
• good research and analytical skills,
• reputable negotiation and influencing skills,
• precise time management skills,
• customer service oriented,
• self-motived environment,
• considerable level of numeracy and technical skills,
• goal-driven mindset,
• flexible approach to work,
• recommendation and decision-making skills,
• confidential workspace, and
• ethical and professional conduct.