Our services
Financial Advisory
We offer comprehensive Financial Advisory services to assist individuals and businesses in achieving their financial goals. Our Financial Advisory services aim to empower our clients with the knowledge, support, and expertise required to make sound financial decisions and work toward a secure and prosperous future.
- Meet with clients in person to discuss their financial goals
- Recommend investments to clients or select investments on their behalf
- Monitor clients' accounts and determine if changes are needed to improve account performance or accommodate business changes
- Construct personalized financial plans that aim to achieve the financial goals of clients
- Periodic check-in to re-evaluate the current situation and future goals and help plan accordingly.
- Educate clients and answer questions about investment options and potential risks
- Research investment opportunities on behalf of clients
- Advise on savings, budget, insurance, and tax strategies.
- Help clients plan for specific circumstances
Our Major Achievements
5B+
Recovered through Consumption Tax Audit in Lagos State
2B+
Recovered through Consumption Tax Audit in Kaduna State
5B+
Recovered through Tax Audit on Withholding Tax on Commission paid to Agents
Lead Consultant on Revenue Management to Kogi State Government State
Sole Consultant of Revenue Collection and Tax Audit on Kaduna State Hospitality Sector
Pioneer of Tax Audit on Withholding Tax on Commission paid to Agents in Nigeria
We solve business problems, take a consultative approach to every client engagement, and find actionable solutions that will help your organization
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