1. Our First Meet-Up
Our process begins with listening to and understanding you and your family‘s needs, objectives and current financial situation.
There are a few things we will share with you on our first meeting:
Understanding individual needs :
What are the risks and potential involved :
2. CUSTOMISE YOUR INVESTMENT PLAN
We will conduct an in-depth research and analysis based on your specific needs and requirements.
After which, customised strategies based on individual profiles are then proposed to you, which include:
3. Our Second Meet-Up
We will go through the customised investment proposal with you. Feel free to ask us any questions that may concern you at this point. Some of the highlights are:
Whether the development is of the right entry price before you commit
4. To Go or Not To Go
If you are satisfied with your customised investment plan, we will formulate a step-by-step guide and timeline for you to ensure smooth delivery. If you feel that there are further matters to discuss, we can always improve on the plan to fulfil your needs.