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What We Do
About
How We Help
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Get A Free Consultation
Your Investment Guy
Identifying your investment goals will help us match you with a perfect financial advisor for
a FREE CONSULTATION.
Complete our quiz to see if we can help you with investments & financial solutions
Are you an expat struggling to find the right investments locally?
Your Investment Guy
Identifying your investment goals will help us match you with a perfect financial advisor for
a FREE CONSULTATION.
Yes
No
Are you willing to trust a company or advisor with your investment decisions?
Your Investment Guy
Identifying your investment goals will help us match you with a perfect financial advisor for
a FREE CONSULTATION.
Yes
No
How much money do you want as an annual income during your retirement?
Your Investment Guy
Identifying your investment goals will help us match you with a perfect financial advisor for
a FREE CONSULTATION.
Do you have any experience in investing? What investments have you done in the past?
Your Investment Guy
Identifying your investment goals will help us match you with a perfect financial advisor for
a FREE CONSULTATION.
Do you have a long-term investment plan?
Your Investment Guy
Identifying your investment goals will help us match you with a perfect financial advisor for
a FREE CONSULTATION.
Yes
No
Do you currently have some underperforming investments you want us to optimize?
Your Investment Guy
Identifying your investment goals will help us match you with a perfect financial advisor for
a FREE CONSULTATION.
Yes
No
What do you consider a good, but still realistic, investment return?
Your Investment Guy
Identifying your investment goals will help us match you with a perfect financial advisor for
a FREE CONSULTATION.
4% per year
6-8% per year
8%-10% per year
10%-12% per year
Over 12% per year
Which of the below best describes what you want to achieve by investing money? What is your financial goal?
Your Investment Guy
Identifying your investment goals will help us match you with a perfect financial advisor for
a FREE CONSULTATION.
Wealth accumulation
Retirement planning
Passing down assets to my family
Gaining a regular income from money I invest
Your answer
What is your age range?
Your Investment Guy
Identifying your investment goals will help us match you with a perfect financial advisor for
a FREE CONSULTATION.
18-24
25-30
31-40
41-50
51-60
61-70
70+
How much do you want to invest in USD terms?
Your Investment Guy
Identifying your investment goals will help us match you with a perfect financial advisor for
a FREE CONSULTATION.
10 000 - 25 000$
25 000 $ - 50 000 $
50 000 - 100 000 $
100 000 $ - 250 000 $
250 000 $ - 500 000 $
500 000 $ - 1 million $
Over 1 million $
Bellow all these figures
What types of investments do you want?
Your Investment Guy
Identifying your investment goals will help us match you with a perfect financial advisor for
a FREE CONSULTATION.
Fixed return investments
Stocks & shares
Bonds
Long-term (10 years +) monthly investments
Property Investments
Mutual Funds
EFTs & funds
I am not sure, I trust your expert opinion
*Select one or more options
Can you tell us more about your situation?
Your Investment Guy
Identifying your investment goals will help us match you with a perfect financial advisor for
a FREE CONSULTATION.
Thanks for completing our quiz!
Our team will match you with the right advisor and contact you as soon as possible for a FREE CONSULTATION.
Your Investment Guy
Identifying your investment goals will help us match you with a perfect financial advisor for
a FREE CONSULTATION.
Your Name
Phone number
Your Email
Country of Residence
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Your Investment Guy
