What sets us apart from other financial consultants?
Only 2% of all advisers are real financial consultants who only work with a performance fee. The other 98% are brokerage consultancies - the ones you hear about often.
All of these advisers receive commissions from funds and insurers for products ("portfolio bond", "offshore savings policy" etc.) they sell to you.
High-fee investments cost you significant amounts over time. Often you are not even aware of these high costs; however, they can make a big difference in an adviser's recommendations by directing clients to products that financially benefit the adviser, not necessarily you - the client.
As part of the 2%, we are only compensated by the performance fees we charge our clients, not by commissions earned from the sale of financial products or financial transactions.
We work as a fiduciary and we are legally obliged to act in the interest of our clients. We never deduct costs from our customers' accounts. We charge an annual performance fee of 0.4% of the market value of a client's portfolio IF the agreed annual return of the client's portfolio is achieved.
We invest our client's assets in no-load and index mutual funds. We never purchase funds that are sold with a sales charge or commission.
We want to forcefully end the misleading sales, inappropriate advice and exploitation that are rampant in the offshore expat financial services market.