Financial planning is the process of taking a comprehensive look at your financial situation and building a specific financial plan to reach your goals.
Wealth management is an investment advisory practice focused on serving the needs of wealthy individuals, and practice incorporates wide range of services.
Customization, control and tax efficiency are important to many investors. That’s why we offer many managed accounts for a diverse range of investment objectives.
The term mergers and acquisitions (M&A) refers to the consolidation of companies or their business assets through financial transactions between companies.
Sustainability issues are taking the centre stage now. Environmental & social related risks consistently rank amongst the top assessed risks for businesses.
As the world becomes more complex and connected, the threat of crisis looms more difficult as a reason of economic turmoil, geopolitical and climate change.
No matter your business size or sector, we offer smart investment support to help you reach your goals. Get free advice from our experts today!
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Personalized reports designed to uncover opportunities and maximize profits
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Optimised Portfolio
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We’re here to help with any questions you have!!
What type of clients do you work with?
We work with clients from diverse backgrounds and locations worldwide. Whether you're an individual investor, a corporate entity, or an institutional investor, we cater to a wide range of clients.
Is there a fee for an initial meeting with you?
No, there is no charge for the initial consultation. We believe in providing an opportunity for prospective clients to discuss their needs and explore how we can assist them without any financial commitment upfront.
Will you work with my accountant and lawyer?
Yes, we encourage collaboration with your legal advisors. We value comprehensive planning and are committed to working closely with your legal team to achieve your financial objectives.
How do you ensure the security of client investments?Title
We prioritize the security of client investments through rigorous risk management practices and adherence to regulatory standards. Norman Vitalii employs advanced technology and partners with trusted custodians to safeguard assets.
What are the fees associated with your services?
Our fee structure is transparent and based on the assets under management (AUM). Fees are discussed during the initial consultation and are tailored to reflect the scope of services provided, ensuring alignment with client interests.
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Client Success Rate
86% of clients report achieving or exceeding their financial goals within the first year.
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Capital Growth
Average annual portfolio growth of 200% for our clients over the past decade.
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Client Retention
90% client retention rate, demonstrating trust and satisfaction with our services.
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Industry Expertise
Experience across 20+ industries, showcasing our diverse expertise and ability to cater to various sectors.
Global consulting firm experienced in identifying, assessing, and solving all your business challenges!
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