Financial Wellbeing
At My Intelligent Investor, we focus on achieving and thoroughly understanding your financial needs and aspirations. We passionately believe that personal, face-to-face advice provides the best wealth management service.
Our decades of experience working with international clients means that we have dealt with various complex requirements to help people achieve financial freedom.
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We offer an exclusive service driven by individual circumstances, putting you at the centre of everything we do.
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The core of our strength is being independent, so any further recommendation can be tailored to meet your needs. Below is an overview of our most common client subject groups, but if you have something specific you would like to discuss, feel free to get in touch.
To keep advice simple and transparent,
this is what you can expect from us.
01
Discovery Call
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During this call, we would like to get to know you better and understand your financial objectives and concerns.
We will also explain the comprehensive services we offer and how we can work together to secure your financial future.
Please feel free to prepare any documents or information you think might be relevant.
02
Fact Find
To gain a complete picture of your financial situation we'll conduct a thorough and confidential financial Fact Find .
This comprehensive review will help us tailor our recommendations to your unique needs.
We’ll also touch on any family protection and tax considerations that might impact your planning.
Recommendation
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Based on our detailed discussions, we will have crafted a comprehensive strategy tailored to your needs.
This plan outlined specific recommendations on your investment strategy, retirement planning, tax optimisation, insurance coverage, estate planning, and budgeting.
03
Q&A
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This conversation is dedicated to addressing any questions you may have and to ensuring you fully understand the strategy.
We will explain the reasoning behind each recommendation to ensure you’re comfortable with every aspect of your plan before we make any steps to implement it for you.