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If you’re currently working with a financial adviser, have they ever explained their investment process to you in tangible terms? If you dabble in investments yourself, do you have a clear, accountable and quantifiable methodology? When it comes to asset management, it is essential that you have a rigorous process for investing your money, both for your peace of mind, and for the future performance and growth of your assets.

Financial modelling is when we analyse your current financial position and forecast your future wealth accumulation through a scientific process. Similar to an architecture skyscraper model, we look at your ideal future and create a plan to get there. Creating a financial plan allows you to see your entire financial position and what is needed to achieve your goals. Within a financial plan we will address the major financial concerns and goals for your life. Below you will find a summary of the issues we address and how we can help you prudently plan for the future. 

Our work is not only about growing wealth, we are also committed to protecting it. One of the ways we do this is by incorporating appropriate insurance cover into our comprehensive financial planning models.

Your money is hard earned and you deserve a professional to work hard at protecting it. Sorting through the ocean of financial services can be downright intimidating. It is important to find the financial advisor that is right for you.

Our Commitment to You

Our aim is to be successfully unique – that is, our success will derive from the uniqueness and integrity of our services, ethics, and expertise. We aim to be the asset management/financial planning team of choice within the GCC region. To that end, our commitments to you are to: 

For most people, losing money feels bad more than making money feels good. In other words, fear is more powerful than greed. Moreover, if you had $100,000 and lost 50% you would be left with $50,000. In order to get back to $100,000, your $50,000 would need to double and grow by 100%, not 50%. Therefore, in terms of emotions and pure numbers, large losses in a portfolio need to be minimized.

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