FINANCIAL PLANNING

Solutions tailor-fit to your needs.

Solutions tailor-fit to your needs.

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.

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