Looking at Your Budget from a New Perspective
Your finances will grow even as your income remains the same. Having a financial plan in place helps keep the human character in check and maximizes the appreciation of your income. Using analytical tools, we help you select the products you truly need.
What Is the Process Truly Like?
As we sit down to have a cup of coffee together, we will ask you a few simple questions to determine what your goals are. We will then come up with several suggestions and get the one you liked the most going.
Mistakes We Can Fix
- You are paying unreasonable fees for a current account.
- You have unhealthy debt.
- You are paying insurance premiums for things you do not need.
- You have no emergency funds.
- You lack an independent overview of banking services available.
What Our Clients Need Most Frequently
- I want to have more cash available at the end of each month.
- I want to receive a monthly annuity of 20 thousand.
- I want to save up for my children’s education.
- I want to stop working and draw an annuity 20-25 years from now.
Are You Curious to Find out How the Financial Plan Affects One’s Life?
How to live better and happier? How to make money and live a cool life? One of the key things is financial planning. Find out exactly what it means financial plan.
Get to Know the Seven Golden Rules of Financial Planning
Each financial plan is based on seven golden rules of financial planning. These represent a summary of basic recommendations of how to treat your own money to grow your financial assets and keep it secure from any potential disasters.
Take Advantage of a Unique Life Insurance Benefit for Our Clients
Extremely low price, simple administration and the option to arrange high insured amounts in the event of death or disability without submitting the person to be insured to any health checks. You will get all this with the OK Double Plus group life insurance and supplemental insurance by Broker Consulting…
What Makes You Rich Is Not Your Salary. It Is Your Habit of Administering the Money You Earn.
Join Us and Look into the Future while Covering 30 Years in the Life of a Typical Family.
Test your financial planning skills with our free online game. Gain knowledge in financial literacy or teach your children using this fun tool. The best of the best will compete in a tournament for a chance to win valuable prizes.