Corporate Social Responsibility

Investing in a better world, for everyone

We have a social responsibility to provide pro bono assistance to enable communities and individuals access to financial advice and support

Sometimes People Just Need a Little Help…

Our advisors give global and local pro bono asset management support to the individuals who need it most. We have been satisfying the planning and retirement needs of families across the globe for over a decade and we are proud that our Principals have worked with the same families across generations.

However, we understand that accessing the services of a CERTIFIED FINANCIAL PLANNER™ may not be feasible for everyone due to varying budget constraints. That’s why we offer a limited number of pro bono service hours each quarter.

We strive to empower individuals and families who have been historically or systematically excluded from acquiring generational wealth by providing them with valuable financial counsel, in order to help them break the cycle of poverty and achieve financial stability for future generations.

A Trusted Resource for Those in Need

We are committed to providing support and access to a variety of areas that are essential for financial success, including but not limited to:

  • Saving for the future

  • Avoiding financial scams

  • Building an emergency fund

  • Pension access and drawdowns

  • Creating a budget and tracking expenses

  • Tips for gaining strong credit and pay off debts

  • Recovering money from liquidated / suspended funds

  • Educating individuals about methods to grow and preserve wealth

Extending Guidance to Those Who Require It

Navigating the complexities of personal finance can be daunting and overwhelming. Without access to quality advice and guidance, families may struggle to make informed decisions about budgeting, saving, and investing, and may be more susceptible to financial scams.

We Believe in Transparency and Honesty

We are here to support those who have been harmed by misinformation, erroneous advice or through fraudulent schemes.

We collaborate with specialist law firms who are experts at recouping investor funds. Our claim specialists will manage the process on your behalf and keep you updated at regular intervals throughout the progress of your claim with the relevant statutory body.

You will be required to provide evidence of the event you wish for us to investigate, such as any documents you hold. If you feel you have been treated unfairly or lost funds due to poor advice, please enquire today for a free consultation.