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.

Foundation plan

⚈ 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

K99/m

K200/m

Growth plan

⚈  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)

K500/m

Wealth plan

⚈  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)