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.