Financial Advisory
Financial Advisory
We’re Trusted leaders in Financial Advisory
Personalized Analysis, Advisory and Strategies
Indulged informed Financial Decisions
Nick's Concierge
Case Study
Nick’s Concierge is a successful concierge company who owns several businesses in across Africa. They were looking for ways to diversify their investment portfolio and maximize their returns, but they were unsure of where to start. That’s when they contacted us for financial advice.
Our team of financial advisors worked closely with Nick’s Concierge to understand their financial goals and risk tolerance. We conducted a thorough analysis of their financial situation, including their income, expenses, and existing investments. Based on our analysis, we recommended a diversified investment portfolio that included a mix of stocks, bonds, and real estate investments.
We also advised Nick’s Concierge on the importance of having an emergency fund and recommended setting aside six months’ worth of living expenses in a high-yield savings account. Additionally, we advised him to review their insurance coverage to ensure that they had adequate protection for their businesses and personal assets.
Nick’s Concierge were impressed with our level of expertise and professionalism of our financial advisors. They appreciated they personalized approach and they fact that our recommendations were tailored to their specific financial situation and goals. With our guidance, Nick’s Concierge were able to diversify their investment portfolio and maximize their returns, while also protecting their assets and securing their financial future.
We believe that everyone deserves access to professional financial advice and guidance. Whether you are an individual or a business owner, Fundsworth’s team of experienced financial advisors is here to help you achieve your financial goals. Contact us today to schedule a consultation and learn how we can help you navigate they complex world of finance.
Our Products
Fundsworth Discounted Commercial Note (FUNDCON)
This is a hybrid investment product fashioned after Gilt-Edge Securities such as Treasury Bills. It offers the benefit of immediate earning of income on investment while keeping the value of investment intact. It is a product suitable for cashflow management of SMEs and upwardly mobile individuals. The earned ROI on this product could be reinvested to enjoy the benefits of compounding interest or set aside for regular drawings. With Fundsworth Discounted Commercial Note (FUNDCON), you can Eat your Cake and still have it!
Fundsworth Savers Account (FUNDSA)
FSA is a unique savings account targeted at individuals and artisans desirous of putting some funds aside for future use or as a fallback resource in case of unbudgeted cash outflow.
Fundsworth High Yield Commercial Note (FHYCON)
Target Investment Plan is an investment option that allows investors to target specific investment goals by investing in a diversified portfolio of securities. The investment plan is tailored to your specific investment needs and objectives.
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