We offer a range of services including those listed below:
The Certain Wealth Group process involves completing an educational workshop and then sitting down with a Certain Wealth Group Investment Director to adapt the Certain Wealth Group methods and strategy to your individual goals.
The objective of this consultation is for the Investment Director to resolve any outstanding questions the client may have from the workshop/DVD and for the client to determine whether or not applying the Certain Wealth Group investing process is appropriate for them.
If the client wishes to proceed the Investment Director will then examine in more detail how the client can start building their portfolio.
Should you have a project which requires speciality services not listed above, please contact us to see if we or any of our partner companies can help.