Personal Financial Planning

Together with the client, we create investment profile that will be used for the provision of the investment management services.

Our personal financial planning services comprise the following:

  • Annual comprehensive review of the client’s financial conditions, revision of the strategic goals and risk tolerance;
  • Elaborating long-term financial plan, which incorporates wealth inheritance and personal circumstances;
  • Long-term budget of the client’s revenues, expenses and allocations of cash flow distribution from the client’s business;
  • Implementation of proper risk management tools and insurance;
  • Elaborating strategic asset allocation based on the client’s unique objectives and risk tolerance.