The industry norm for advisers is to do the talking – about investment options, interest rates and market dynamics. Our approach is the exception. We start with listening, to develop an understanding of your life and financial outlook.
And when we fully grasp it, we get down to creating a financial plan for you. While most advisors would be focused on getting you to sign on the dotted line, our advisors are focused on connecting the dots of your journey.
We set out to understand the forces behind your financial decisions, the personal dynamics that shaped those decisions, the pressures and dreams riding on those decisions. It matters. It will influence your financial journey in the future. And just like a great suit should be bespoke to you, we insist that your financial plan is bespoke to you.
Since life is never static, neither are the financial plans we draw for you. We check in often – to see how you are doing on the financial journey we’ve started together, to see if the goal post is shifting for you, to see if your confidence is building just as your financial strength is.
Our team has over 400 qualified consultants who are actively supported by over 105 dedicated management and support staff globally. We bring you a broad range of licensed products from regulated providers. And our on-ground expertise spans over thirty years in the GCC.
We are present in Dubai, Abu Dhabi, Bahrain, Qatar and Kuwait. So, we can understand the environment you live in and we can work closer with you.
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