Our Approach

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01 First Consultation

We need to know our customers before anything can take place. Our first meet up will allow us to find out about our customers, to know about their objectives and goals. This will allow us to tailor a plan that will work in the best interest of clients for the long term.

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02 Analysing Information

With the info we gotten from clients, we will then analysis the information and work on the different solutions possible and shortlist the few most desired solutions.

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03 2nd Consultation

We will present the proposal prepared for customers and explain how we are going to achieve their objectives and goals using the proposed solutions. We listen to clients' feedback and their concern regarding the proposal and we will explain and make the necessary amendments.

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04 3rd Consultation

On our 3rd meeting, we will present all the changes made according to clients requirements and unless there are any more concerns, we will proceed to do the documentations and put the plan in place.

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05 Periodical Reviews

We will do a review on customers' plans minimally on a yearly basis or whenever there is a change in clients' life.

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06 Results

We stand in commitment in helping our clients achieve their desired goals and results when they entrust us with the management of their wealth and well being.

Schedule a free consultation!

Making A Financial Plan is Your First Step To Generate Wealth

By leaving the management of your wealth to Aquila Ascension, we will design a plan tailored for you based on the ultimate end-goals and also considering your financial circumstances.

Our professional financial consultants are here to assist you to find the right solution along the journey.

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