Helping you achieve your dreams and aspirations, we aim to give you an evolving financial plan that delivers targeted results in line with your personal expectations and requirements.
Your relationship with us starts with a complimentary first meeting with one of our locally-based consultants. You will be guided through a financial questionnaire, which offers a rare opportunity to review your current financial situation and discuss what you want to achieve with your money.
You may then instruct our consultant to research the market using the information you have shared and find a tailor-made solution to your protection, investment or savings needs. The outcome is a holistic report, detailing our recommendations to help you realise your objectives.
There is no commitment to any advice or service proposed at the first meeting. We simply trust you will choose our service when we find the ideal financial solution to meet your needs.
When you select a financial product, your documentation is processed with the help of your local consultant and our dedicated Client Administration Team.
Added service, No extra cost
You may choose to implement your financial plan by arranging, for instance, an investment bond or savings plan. All financial institutions have charges attached to their products; these are called Management Charges, which range from 1-2%. So the provider, usually an insurance company or investment house, will pay us a percentage for looking after you.
You don’t pay us directly anything yourself, as we don’t handle client money. If you went directly to that institution you would pay exactly the same management charges, but without any ongoing customer service.
The benefit of using Credenda Associates and our consultants is that you get our experience, expertise and client support at no extra cost.
Should you invest a large, one-off lump sum, we will usually charge an annual fee for the extra work involved in actively managing and reviewing your funds.
As a Credenda Associates client, you join a peer group that enjoys:
Regular meetings to check on the progress of your policy or investments
Easy access to your consultant, for advice on any additional financial issues that arise
Life-long service -if you move to another country we will still take good care of you
High quality service -full contact information is provided to all policy holders
Don’t leave your finances to chance. Let Credenda Associates guide you to a brighter future