What We Do

Financial Planning

As professional financial planners we follow statutory requirements of the Nigerian Securities Exchange Commission (SEC) as well as the Financial Planning Association (FPA), both of which state the importance of "knowing the client" prior to giving any investment or financial planning advice. The reason for this is simple. Unless we understand your present circumstances and future goals, together with your Risk & Return Profile, we cannot provide you with meaningful advice. We therefore have a formal financial process with several steps.


Sign up for Newsletter !