To offer overall financial planning to successful entrepreneurs, business people, and seniors who have the economic means and desire to focus on their goals and appreciate the lifetime relationship we offer…
We provide a refreshing alternative to the product-focused approach taken by most financial services advisors. Instead, we focus on your specific needs offering a genuine long-term relationship to help you master your money.
We help you to design and create the financial map of your future.
This map represents your dreams and aspirations; each point of interest on the map represents a personal goal. It gives you the highest probability of achievement.
Then we will look for the "financial vehicles" to start the journey.
We find that most clients come to us having accumulated many different "financial vehicles", but few of them with any strategy or coherency.
We will take a look at the "financial vehicles" that you already have and see if they fit into the financial map we design together. If they fit we will keep them, but if they don’t we will try to improve or upgrade them.
You wouldn't usually start a long distance road trip with an outdated map, why should your finances be any different?
As part of our ongoing relationship, we will regularly review your progress.
Life changes; we want to ensure that we are on the right track every step of the way.
Why would you buy a "financial vehicle" before you design a financial map?
My Actualis newsletter provides you with interesting information relevant to your financial situation. In it you will find a variety of articles summarizing current industry news and trends, in addition to useful tips to help you define your real needs and better understand the financial solutions available to you.