Investment Planning

We’re excited to introduce investment planning sessions with our seasoned fund managers. Each session provides practical steps to achieve your unique financial goals.

Our expert fund managers will:

  • Develop a Wealth Growth Strategy: We’ll analyze your current financial situation and explore practical scenarios to attain your goals.
  • Recommend Investment Products: Drawing on our deep industry knowledge, we’ll suggest local and global products while considering your risk tolerance.
  • Navigate Complex Financial Structures: Should the need arise, we can guide you through the set up of trusts, businesses, or offshore arrangements to optimize your finances.
  • Ensure Proper Estate Planning: We’ll help you to create an organized asset register and offer guidance on passing on your wealth to future generations.

Our team will be with you every step of the way, providing the support and guidance you need to make informed decisions.

Take control of your financial future by scheduling your personal or family investment planning session today, available in Naira or USD. Value is refunded to your portfolio if you start an investment plan after your session.

Book an Investment Planning Session

Schedule a session to grow and protect your wealth.

Other Products



Transform gifts to sustainable investments that can fund expenses back home.



Portfolio management for businesses, cooperatives and trusts.



Investment management for entrepreneurs with surplus cash flow.


Investment Education

Free investment courses for Africans and Diasporans.