Advisory Services
Our analysis of the current economic situation to come up with an investment strategy that fits your long term goals.
Advisory services for Individuals
Do you need to have a bank account with millions? No. We can advise on your day to day finances and help to set up a plan that fits with your unique situation. We believe that there are plenty of options that are available for high income earners, but not so many for the rest of us.
We sit down with you and go through the goals you have for the future. We then gather and work together with you to come up with a list of information that we need. Once we have a good idea about your unique situation we work to come up with a budget and investment options that can help you to reach your objectives.
Your success is our mandate
Advisory services for companies
We put at your disposal the knowledge and expertise of our team to assess the viability of projects key to the achievement of the company operational goals, and its financing. We leverage the network that our partners have created with financial institutions and use it in your favour. We provide the following services:
- Asset Valuation
- Project Finance
- Enterprise Valuation
- Company Financial Health Analysis
- Preparation of Company Pitch
For entrepreneurs and start-ups, we can help you to raise capital through the Equity or the Debt side and prepare the project/company pitch book and financials. As for our services in this space as we understand how important is to have support and a partnership at that stage of your business.
Why not give us a try and talk to one of our representatives?
As much as you would like to know us, we also would like to know you. So, if you would like to receive a copy of the CV of our partners, please send us an email with the nature of your request. We would be happy to chat with you.
