FAQs

faqs

Most Popular Questions

We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.

How can I determine which of your services suits me best?

If you're uncertain about which service best matches your requirements, we recommend consulting with one of our advisors. By arranging a meeting, they can gain insights into your unique situation, allowing us to tailor our offerings to meet your needs precisely.

Do I maintain control over my finances?

Yes. As an advisory-based firm, we always seek your authorization before any and all changes and transactions within your portfolio.

Do you accept referrals?

Indeed, referrals are a cornerstone of our growth; over half of our clientele have been introduced to us by satisfied clients or professionals in the legal, tax, and accounting fields with whom we have established relationships. We deeply value this trust and endorsement.

As a new client, why am I being asked so many detailed questions by my Investment Advisor?

The essence of our approach lies in recognizing the uniqueness of each client — your personal attributes, investment history, and financial goals. To offer you the most suitable advice and investment options, your advisor aims to understand your individual profile comprehensively. This detailed inquiry also serves as a valuable chance for you to review your overall financial strategy, something that the hustle of daily life often leaves little room for.

What are your fees?

We are investment advisors, not discretionary managers. As such, for accounts below US$500,000 we charge transaction-based fees. For accounts above US$500,000, clients have the choice between annual and transaction-based fees. Our fees are very competitive with industry standards and designed ensure our interests are intertwined with our clients’.

How secure is my personal information with you?

Your privacy is of utmost importance to us, and we ensure the highest level of security for your personal data.

Why is there so much emphasis on retirement planning by investment professionals?

Echoing Winston Churchill's insight, ‘Those who fail to plan, plan to fail’. There are two main reasons for this focus. First, people frequently underestimate their future financial requirements due to factors like inflation and longer life expectancies. Second, given the unpredictability of the future, we advocate for our clients to achieve financial independence by retirement, making government and corporate pensions a welcome addition rather than a necessity.

What are the benefits of investing on a regular basis?
Regular investment strategies reduce the average cost per unit of your investments and enhance your potential gains. Due to market fluctuations, consistent investments allow you to buy more units when prices are low, maximizing your investment over time. This disciplined approach significantly contributes to wealth accumulation in the long run.
Can I access my funds at any time?

Yes, all investments are liquid. Since we don’t deal in mutual funds, there are no lock-up periods or redemption fees. In addition, there are no duplicate fees or fee layering.

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