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Specializing in international finance, we offer a range of services including wealth management, investment advisory, risk assessment, creating financial courses, plus more .
Guidance on saving, budgeting, and planning for financial goals. A Presentation & Manual can be made custom for you, or 1v1 call.
Advice on building an investment portfolio
Assisting in creating effective personal or business budgets.
Group sessions on various financial topics.
Advising businesses on financial planning and analysis.
Providing insights and education on forex trading and market dynamics.
Tailored financial advice for young adults entering the workforce.
Assisting small businesses with financial strategies and planning
Advising on foreign investments, currency risks, and cross-border finance.
Consulting on strategies to protect and maintain wealth.
Offering financial education and consulting as part of corporate wellness programs
Developing personalized financial education materials for clients or businesses.
This is for bahamians that want to build a service based business and structure it properly and have all the right marketing tools already configured for substantial growth. ( Business License Acquirement, Business Plan, Marketing Plan For 1 Year, Social Media Setup, Website Setup, Appointment Booking Software Setup, Notion Business Template Build Out, Staff Communication room build out )
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