Pricing

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features
6 months
Silver Tier
Basic user
FEATURES
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Investment Review
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Audit of Nominations
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Financial Goals Audit
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Free Execution (MF’s, Bonds etc)
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Detailed Financial Plan
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Monthly RM Call
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Exclusive questions before twitter spaces/podcasts (Limited Period)
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features
6 months
Gold Tier
Financial Butler at your service
FEATURES
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Dedicated RM
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Exclusive Products
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Custom Made Products
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Dedicated WhatsApp Group with 1 Founding member, operations and RM (Limited Period Offer)
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Exclusive questions before twitter spaces/podcasts
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Closed Group (< 10) Fund Manager/Expert Calls
coffee book
Free coffee table book on personal finance strategy
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features
6 months
Diamond Tier
Experience Ultra High Net Worth, Wealth Management
FEATURES
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Dedicated WhatsApp Group with 1 Founding member, operations and RM
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Access to Community of other members (est to be live by Nov 1st)
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1-1 Fund Manager/ Expert Calls
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Liasing with other wealth managers custom reporting (Limited Period Offer)
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Free with signup
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Investment Review, Audit of Nominations
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Financial Goals Audit
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Free Execution (MF’s, Bonds etc)
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