|
|
|
 |
 |
| As your partner in wealth management, we'll take the time to listen, understand and help you find the most appropriate financial solutions toward achieving your financial goals.
|
|
| Your Citigold Relationship begins with a highly personalized wealth planning session that will help you assess your overall financial picture and develop a personalized financial strategy for managing and growing your money the best way possible.
|
|
| The Citigold Financial Planning analysis process is based on four key steps: |
|
| Step 1 - Understanding your goals and priorities |
|
| First and foremost, your Citigold Relationship Manager will meet with you to have a clear understanding of your unique financial needs, and to clarify your personal goals for different stages of your life |
|
| Step 2 - Evaluating your portfolio |
|
| With the financial information you provide us, we shall perform a total analysis on your financial position as well as your risk appetite. |
|
| Step 3 - Strategic and tactical strategy |
|
| With clear understanding of your current financial situation and future goals, your Citigold team shall tailor-make a financial strategy for you. We can help you decide on the appropriate product mix and investment strategy best suited for you and your financial goals.
|
|
| Step 4 - Portfolio Tracker |
|
| As the market and your needs change constantly, it's only natural that your finances deserve regular analysis and assessment. You Citigold team of experts shall undertake a review of your Investments annually, keeping you constantly in touch with the market situation, and providing financial advise and assistance with your changing banking and investment needs. |
|
|
|
|
|
|
|
