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Do You Have Any Questions?
What is the cost for your financial services?
We provide complimentary initial financial consultations in most cases. However, in the case that a prospect requests an in-depth analysis that will take many hours to complete, then we may charge an upfront fee. We have different mandates for services and charges:
Freedom Solutions: normally 2% Upfront (case to case basis) but we do work on annual management charge basis depending on product structure & services and debts under management.
Asset Building Structures: Market Standard upfront charges plus annual management charge basis depending on product structure & services and assets under management, for Portfolio Management Assistance additional charges of 15-20% on capital gains, depending on complexities.
Legal: Legal fee for the Partner firm will be very competitive, on case to case basis, plus Judicial charges/fee as fixed by MOJ.
Insurance: Premium only, as charged by partner firms.
What sets Money Protects apart from others within the industry?
We pride ourselves on our expertise and commitment to providing exceptional client service. Our team of financial professionals possesses extensive knowledge and experience in the industry, and we stay updated with the latest market trends and investment opportunities.
Want to know how we foster a prospering relationship with clients?
We believe in building strong relationships with our clients based on trust and transparency. Our process starts with an initial consultation, where we discuss your financial objectives, risk tolerance, and any specific concerns you may have. Based on this information, we will develop a comprehensive financial plan that outlines strategies to help you achieve your goals.
Can I customize my investment strategy?
Yes, we work closely with our clients to tailor investment strategies to meet their specific financial goals, risk tolerance, and preferences.