Wealth Management Services
At CNG, we combine both financial and investment advice. We begin by developing a detailed plan that will maintain and boost our client’s wealth based on their financial situation, status, goals, risk appetite and comfort level.
Having assessed the above details, our team members meet regularly with clients to get updates on goals, review them and if needed, rebalance the financial portfolio according to the criteria and requirements expressed by our investors.
We will then further investigate whether there should be additional services implemented or incorporated into our client’s portfolio, with the aim of evolving with the client as their needs increase or decrease over time.