Frequently asked questions

It is strictly for those who need to be supported in achieving their financial goals.

This includes people who are just starting out and do not have enough knowledge to manage their finances and portfolio. This also includes people who are knowledgeable and want to do better with their finances and portfolio.

It is also for people who want professional management of their finances and portfolio.

It is for those who are ready to take ownership of their finances. People who check their emails for communication from us, ask for support when they need it, and implement our suggestions. If you do not fall into these groups, this service might not be the best for you.