Wholesale Financial Planning

[ Book Your FREE Initial Consultation Today ]

 

‘Can you help me with strategy and structuring to optimise and secure my financial future?’

Yes, we can. We have experience working with Eligible and Wholesale Investors.

Our clients come from all walks of life — from farmers to small business owners to property investors. We understand their dreams, their goals, their fears. And we have helped them build a roadmap so they can achieve financial freedom.

If you qualify as an Eligible or Wholesale Client, we can provide you with one-on-one, step-by-step guidance, helping you secure your financial future as well.

It’s about growing wealth. Protecting wealth. Gaining passive income.

 

‘I’m concerned about the way the global economy is going. Can you provide guidance?’

Yes, we can. We’ve seen several economic cycles of boom and bust; bulls and bears. We have guided our Eligible and Wholesale Clients through all this, diligently and carefully — and we have the experience to help you as well.

The father of value investing, Benjamin Graham, says this: ‘In the short run, the market is a voting machine, but in the long run, it is a weighing machine.’

We can help you understand the opportunities and risks out there — so you can position yourself to secure long-term financial security.

 

‘What are your fees and charges like?’

Our first initial consult is completely FREE.

This is a chance for us to understand your financial goals and dreams.

This is also a chance for you to understand how we can work with you to transform your life’s journey.

Thereafter, we have a competitive hourly rate for wholesale advisory services.

 

‘What other services do you offer?’

We can provide you with guidance on accounting and taxation.

We can provide you with guidance on trusts and wills.

We can provide you with guidance on estate planning and generational wealth.

 

‘Do you have any testimonials?’

Yes, we have helped our Eligible and Wholesale Clients invest on the global markets through our Vistafolio managed-accounts service.

Here’s some feedback from them:

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‘I am enjoying our relationship via my investment through Vistafolio.’ — Pauline S.

‘Entering Vistafolio is like opening a new world, which is rather exciting.’ — Rebecca S.

‘Thanks for watching over our investments. Very well done!’ — John N.

‘I am impressed with your efforts and communication. I would like to add to my portfolio.’ — Kevin B.

‘Pleased with the investments placed. The background you provide is better than others and positions you take well-explained. Well done.’ — Ross M.

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[ Book Your FREE Initial Consultation Today ]

 

Disclaimer: This service is only available to Eligible Investors and Wholesale Investors (not to Retail Investors) as defined in the Financial Markets Conduct Act (2013).