At Citidell we first listen to you. Yes, tell us about your future plans; about that house you want to buy, about that saving or investment you are thinking of having for your children’s education in a leading institution, about the business capital you want to raise, about your retirement plans, about any plan that you will need to spend money on in future. We will guide you in setting realistic goals for your self.
Thorough Fact Find
Together we will then look at your existing provision to establish your current financial position. Then look at your budget to find out how much of your provision and income you can invest and still maintain your comfortable lifestyle.
Investment Recommendation
Having established your financial planning priorities, determined your financial position and investible income, we will then proceed to prepare a detailed investment recommendation for you showing you which investments you can apply your investible provision and income to and for how long, to ensure that you achieve and even exceed your goals. Investments recommended are investments sold in the global financial markets. It will make a big difference when you invest in the fastest growing economies of the world.
Continuous Service
When you are happy with the investment recommendation, we will set up an investment plan for you and guide you through it. To ensure that the investment plan stays on track, we will meet with you regularly to review the performance of the investment, every quarter or every six months, whichever is convenient with you, throughout the term of your investment.
