We Invest In You
At Opulentus Wealth we value our clients and believe in life time client relationships. Based on our numerous years of experience in the industry, our client value proposition is divided into the following 4 areas:
Financial Planning For Individuals
Utilizing the 6 steps of financial planning, we assist individual clients to create bespoke financial plans covering a range of different areas.
Financial Planning For Businesses
For business client’s, our service offering includes a range of analysis, planning and optimization solutions for your business.
Financial Coaching
Our coaching service focuses on the behavioral and emotional aspects linked to a person’s (mis)management of their finances.
Financial Literacy Workshops
We work with Businesses to tailor make workshops to empower employees on different aspects of financial understanding and literacy.
Schedule In A Complimentary 15 Minute Session To Determine How We Can Assist You
WHY WORK WITH US?
Here Is What We
Can Do For You
- Offer you straight forward, honest and transparent financial advice
- Help you and/or your spouse to create your own financial plan which can be implemented, measured and monitored
- Show you how to avoid losing money from investing in forex, cryptocurrency platforms or other investment pyramid scams
- Help you to better understand your current portfolio and what may or may not be working for you
- Empower you to take back control of your finances and change your relationship to money.
HOW IT WORKS
Client Qualification Criteria & Pricing
Our services do not come with any qualification criteria linked to how much you earn. We treat all clients equally, irrespective of your bank balance or net asset value. If you are able to pay our consultation fees, we are eager to work with you as a client.
Simply put, we offer professional financial services in exchange for a fee.
Our hourly rates or packages offered is commensurate to the advice offered.
CONTACT US NOW FOR A QUOTATION OR A LIST OF OUR PACKAGES
WE HAVE TOOLS FOR YOUR FINANCIAL SUCCESS
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