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