In an industry dominated by limited investment products and investment-only advice… We’ve crafted a plan for every aspect of your financial lifestyle. Choose the plan that fits your needs and start your journey to a smart financial lifestyle today.
⚈ Initial investment consultation (one-time session)
⚈ Full access to financial planning
⚈ Quarterly portfolio reviews and performance reports
⚈ Financial goal setting (short-term)
⚈ Access to online tools, calculators, and resources
⚈ Monthly market updates (email newsletter)
⚈ Budgeting and debt management support
⚈ Investment risk assessment and profiling
⚈ Everything in foundation plan
⚈ Customized investment strategy and asset allocation
⚈ Monthly portfolio updates and rebalancing recommendations
⚈ Mid-term financial goal planning (home purchase, education)
⚈ Investment performance reports (monthly or quarterly)
⚈ Financial planning workshops and webinars
⚈ Tax-Efficient Investing: Advice on minimizing investment taxes
⚈ Retirement Planning: Personalized retirement savings strategy
⚈ Insurance Needs Assessment: Coverage review and optimization
⚈ College savings plan development (e.g., education funds)
⚈ Real estate investment consultation
⚈ Savings optimization plans (advanced budgeting tools)
⚈ Everything in foundation plan
⚈ Everything in foundation and Growth plan
⚈ Fully managed investment portfolios (active management)
⚈ Comprehensive financial planning (long-term)
⚈ Unlimited consultations with a dedicated financial advisor
⚈ Custom asset allocation and rebalancing
⚈ Estate and legacy planning guidance
⚈ Private market investment recommendations
⚈ Advanced Tax Planning: Tax reduction strategies, filing assistance
⚈ Estate Planning: Wills, trusts, and wealth transfer consulting
⚈ Business Succession Planning: For entrepreneurs and business owners
⚈ Wealth Preservation: Risk mitigation and insurance optimization
⚈ Philanthropic Planning: Charitable giving and donation management
⚈ International Wealth Advisory: For clients with global investments
⚈ Private equity and venture capital advisory
⚈ Real estate investment portfolio management
⚈ Personalized concierge financial services (travel and luxury asset advisory)
Take the next step in your financial journey by speaking with a CorkVeste advisor. With the right tools, expertise, and investment solutions, we’re here to help you build a smarter financial lifestyle.
Corkveste is a regulated Investment Management firm by the Securities and Exchange Commission of Zambia and a member of the Capital Markets Association of Zambia.
+260 772821992
hello@veste.money
4A, Lukasu road, Long acres, Lusaka, Zambia
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