Personal Wealth Basic

Our starter plan for individuals or couples: 

  • Current Financial Health Check

  • Financial Road Mapping

  • Insurance need Analysis and Recommendation

  • Investment Analysis and Reviews

  • Estate Plan Readiness Review

  • Budgeting

Personal Wealth Complete
from $2000

Compete financial road map includes:

  • All from Personal Wealth Basic Plan

  • Detailed investments review and recommendations*

  • Estate Planning**

  • Scenario planning 

  • 2 free workshops

* Investment manager search can be added for extra fees. Please discuss with your strategist.

** Extra charges for lawyer to write a Will or Trust

We will give you a quote before we start the plan. So you know the exact cost.

Personal Wealth  Subscription
$75 / month

Perfect for implementation and monitoring of Basic or Complete plan:

  • Implementation of investment plan

  • Monitoring of Investments portfolios and opportunity reviews

  • Life coaching through finance

  • One hour follow up consulting every 3 months

Strategic Business Finance
$175 / hr

Hire a strategist for:

  1. Economic Strategies and Forecasting

  2. Mapping Opportunities through financial data

  3. Business plan and strategy through numbers

  4. Performance Management

  5. Risk Management Strategy

  6. Tax Efficient Strategy

  7. Cost Analysis

  8. Profit Analysis

  9. Investment Strategy

  10. Brand Analysis*

  11. Technical Solutions*

  12. Management Consulting for small business*

  13. Bookkeeping, Accounting and Payroll services*

* Services are provided by strategic alliance companies of O2FS. Please contact us for more details.