Financial & Investment Planning
While providing an overview of the big picture, we develop comprehensive strategies for clients to make stronger financial decisions.
We offer comprehensive services in Investment Advisory, Wealth Management, Financial Planning & Financial Wellness. Established in 2018, the team at Fiducia Advisory Services has executed Advisory Transactions in access of BWP 500 million. We are licensed as an Investment Advisory Firm by the Non – Bank Financial Institutions Regulatory Authority in accordance with the Securities Act under license Number NBFIRA 10/3/69/I
Our job is to help clients make the best use of their resources to benefit their lives, families, businesses and their communities.We are not just talking about money but the effect that it has on our clients' lives today and in the future. By managing our clients' entire financial picture we free up time for them to focus on what’s truly important to them: their families, passions, professions and in many cases, their businesess. We currently have an active book of Investment Portfolios under our watch boosting Assets Under Advice in access of BWP 150 million.
The strategies and tactics employed by Fiducia Advisory Services include common financial services like: investments, portfolio management, retirement planning, education fee planning, risk management & insurance, estate planning, and succession planning. These are only offered by licensed and qualified advisers. Our innovative processes allow clients to clearly define and build executable plans for achieving their most important goals.
While providing an overview of the big picture, we develop comprehensive strategies for clients to make stronger financial decisions.
Before building custom solutions, we diligently consider our client’s unique tolerance for risk before recommending solutions - to help defend against the unexpected.
We are dedicated to constructing and managing investment portfolios, designing them to achieve most valued objectives. From identifying short and long-term goals, to assessing what a client has and their level of risk tolerance, we strive to gain a deep appreciation for every aspect of their situation before offering recommendations.
We are committed to freeing individuals and corporates from the pressure and confusion of retirement planning. We help clients to structure reliable income streams and ensure the continued protection of their lifestyles and balance sheets at retirement.
Our focused approach to retirement planning also respects the importance of sustaining a legacy. Establishing secure estate plans ensures the protection of our client’s most foundational values and cherished assets.
By developing a comprehensive understanding of our clients’ current financial position, we will sensitize and train/coach them to make better decisions and help them and their family preserve their most valued assets.