Raad Financial Services

Wealth Management through bespoke Wealth Creation & Protection Solutions

-Planning with understanding-

We customize tailormade financial portfolio's and plans for both private and corporate clients. As a boutique financial planning practice, contracted with all major insurers and asset managers, we can offer bespoke solutions, regarding investment strategies for the professional.

Every client will be guided through a Financial Needs Analysis, ensuring that together we will accurately:

GROW and create wealth through well investigated and diversified investment portfolio management with unwavering commitment to the client's optimal utility, risk profile, time horizon, goals and objectives with continuous portfolio monitoring and review.

HELP you enjoy a secure retirement and achieve your life goals without having unwanted risk and exposure.

PROTECT you against life's events & "rainy days" by choosing the right type and amounts of life, income and critical illness protection, as the income may decrease or cease upon these events, leaving retirement and goals now vulnerable. Let us teach you how best to transfer this risk!