Private consultation

Service Description

This is a private one on one consultation with Daniel for 1 hour where you can pose any question on investments or personal finance. Typical questions: -Am I investing enough for retirement? - How do I budget and create a personal/family balance sheet? - How can I set up an international brokerage account? - What is my risk tolerance and is my asset allocation correct for my situation? - How do I create a local equity portfolio? - Which stocks should I buy? - What bonds can I buy with my capital base? - How much should I be investing to meet my goals? - How much should I have as an emergency fund? Features: Get your questions answered Advice tailored to your situation Recap email with an actionable to-do list No commissions No sales pitch No recurring fees Kindly note that depending on the complexity of your situation or questions, the session may last for a bit longer than 1 hour.