What wealth advisory services do Reserve clients get?
Once you become a Reserve client, you’ll be assigned a Wealth Advisor whom you can reach out at any time via Whatsapp, email or phone.
Additionally, you get dedicated consultations with your Wealth Advisor.
Wealth discovery session - we’ll get to know you and your financial picture so that we can come up with the right next steps.
In this 1-hour chat, we’ll discuss:
- Your current financial situation - including income, savings, investments, and other components that make up your financial picture
- Your short-term and long-term financial goals and objectives
- Any preferences or hopes you have for your investments
- Risk profile assessment
- And anything else that you think might be relevant
A holistic financial planning session - we'll build and create a financial plan over two sessions.
What we’ll go over in your 6-month review:
- Your portfolio’s performance
- Any changes that came up recently that could impact your portfolio strategy
- The progress you’ve made towards your goal(s)
- Any additional opportunities for your portfolio