We aspire to meet the financial and Investment advisory needs of our members who are seeking professional advice on specific financial and investment planning issues.
This we hope to achieve by offering thorough and unbiased guidance from experienced independent advisors. We’re dedicated to be the financial planning and investment management unit that works for you.
It’s important that our members understand that we do not undertake extensive financial and investment advisory mandates requiring regulatory approvals such as Securities & Exchange Commission of Nigeria (SEC). This means we work for you, our member, on a non-fee basis. We’re here for one reason—to help you reach your financial and investment goals.
We want you to understand that in order to help you, you must be very specific on the area of advisory need. Everything we are doing is to help you reach your goals. We believe in transparency and full disclosure, so we will be able to craft a bespoke solution to your need.
We will take the time to understand your unique situation, and we will make sure we have a complete picture before we make any recommendations. Then we’ll implement and continually monitor your plan, keeping you informed of your progress and any necessary changes along the way. We will give you our honest opinion at all times.