“We want to become pioneers in providing financial consultation for individuals”
In the modern era of specialization, people spend a great amount of money to obtain professional consultation for matters falling outside the sphere of their expertise. Paradoxically, when it comes to managing their own finances, many people believe that with a little bit of ad hoc studying and planning they can reach their financial goals on their own. They could not have been more wrong.
We intend to become pioneers and change the way people manage their finances so far. Our vision is to make people entrust Conspectus as their personal money coach, helping them make intelligent financial choices during all stages of their life.Depending on your life stage, the size of your wealth and the complexity of your financial affairs we can offer financial consulting in one of two ways:
Simple once off advice
Comprehensive Financial Planning and periodic review of your goals, financial position and strategy
A financial plan will be your guide throughout the next few decades and will be updated as your stage of life changes. Each plan resamples the clients’ unique needs, it is constructed by applying a holistic analysis of the client financial situation and it is based on the concept of a Financial Planning Pyramid.