Comprehensive Financial Services
From wealth modelling to investment strategies, we provide the complete suite of services needed to achieve and maintain financial independence.
From wealth modelling to investment strategies, we provide the complete suite of services needed to achieve and maintain financial independence.
Tailored financial solutions designed to help you build, preserve, and grow wealth whilst achieving true financial independence.
Our proprietary wealth models provide detailed projections of your financial future, incorporating multiple scenarios and variables to create a robust roadmap to financial independence.
Starting from €2,500
Comprehensive wealth model with quarterly reviews
Strategic investment portfolios designed to maximise returns whilst managing risk, tailored to your specific financial goals and market conditions in the EU.
Starting from €3,500
Custom portfolio design with monthly monitoring
Comprehensive tax strategies to minimise your tax burden whilst remaining fully compliant with Luxembourg and EU regulations, maximising your wealth accumulation potential.
Starting from €2,000
Annual tax strategy with quarterly check-ins
Personalised coaching and education to help you understand and implement your wealth-building strategy, developing the knowledge and discipline needed for long-term success.
Starting from €1,500
Monthly coaching sessions with ongoing support
Additional expertise to support your comprehensive wealth-building strategy.
Strategic real estate investment planning for portfolio diversification and passive income generation.
From €1,200
Comprehensive risk assessment and insurance planning to protect your wealth and financial goals.
From €800
Financial planning for business owners, including exit strategies and succession planning.
From €3,000
A structured approach to understanding your needs and delivering tailored financial solutions.
Comprehensive assessment of your current financial situation, goals, and risk tolerance.
Creation of your personalised wealth model and financial independence strategy.
Guided implementation of your strategy with ongoing support and adjustments.
Regular reviews and updates to ensure your strategy remains on track and optimised.
Schedule a free consultation to discuss your financial goals and learn how our services can help you achieve lasting wealth and financial freedom.