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Make planning a lifestyle

Financial planning

Nothing is Unachievable

Plan Ahead

Our financial planning service provides bespoke investment advisory service that enables you to manage your family financial life more efficiently and cope will issues that could affect your financial resources. While life is full of uncertainties, a strategically planned life navigates through financial obstacles more easily and turns seemingly challenging financial situations to financial independence and freedom. Through this service, our clients are assisted to have and enjoy better family, college, and retirement life.

Give your business a lifeline

Financial Advisory Services

Family Life

This Unique service makes it possible for you to plan for the future of your children, build up capital for a business venture and plan for emergencies that can affect your family’s financial life. There are uncertainties that can affect the cash flow of individuals in a family, if these uncertainties are not properly planned for, the occurrence could lead to a complete change in the lifestyle of members of the family. Let us work with you today as you take some investment decisions that provide “shock absorbers” against uncertainties that can affect your family’s financial life.

Education Plan

Our Educational product provides step-by-step investment planning that makes it easy for investors to meet major financial obligations associated with their various educational pursuit. This allows the investor to create investments that enable them to adequately plan for both domestic and foreign education of their wards. It eliminates the complexity and hassle of sourcing for US Dollars at the point of making payment for school fees and other associated expenses as investors have the option of earning their investment proceeds in US Dollars.

Retirement Life

Life after retirement can become very interesting and enjoyable when it is planned for. While some people could become nervous and anxious as retirement approaches you can begin to look forward to a fulfilling and enjoyable stress-free life after retirement when you consciously plan for it. At Watershed fund management limited, we will work with you not to only create a wealth portfolio that assures a stress-free life after retirement, we will also ensure that you live like a king after retirement. This investment solution enables the investor to enjoy the benefits of laddering strategy. The client enjoys yield on investment, while cash inflows are planned to meet the his/her liquidity need at intervals.

“Life is an investment, be Intentional about it.”

Peter Lynch

plan of action

3-step Approach

While life is full of uncertainties, a strategically planned life navigates through financial obstacles more easily and turns seemingly challenging financial situations to financial independence and freedom.

Through this service, our clients are assisted to have and enjoy better family, college, and retirement life.

01

Client Profiling

We profile you through our time tested psychographic test. This enables us to ascertain your risk-return appetite and characteristics.

02

Setting Objectives

We work with you to set SMART investment objectives that deliver optimum value to your investment.

03

Implementing Solutions

We create an optimum portfolio that delivers full benefits of capital to you. We create and manage portfolios that deliver full benefit of capital to you.

You can now Sleep with your Two Eyes Closed While We look After Your Wealth.

Great ideas create wealth, Expertise preserves it.

Why Financial Planning?

Features

Our financial planning service provides bespoke investment advisory service that enables you to manage your family financial life more efficiently and cope will issues that could affect your financial resources.

We offer you:

We offer investment advisory solutions to institutional investors, high net worth individuals, corporate organisations and the public sector with our developed unique investment strategies.

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