Six volumes
Independent financial advice for individuals, families and companies. No products, no commission.
WEALTH
We allocate your savings by goal, horizon and risk tolerance and track them with quarterly reports.
Annual advisory fee: 0.8% of assets
Open the volumeRETIREMENT
We put state pension, private pension, rent and savings in one table and work out your monthly income in retirement.
One-off plan: 18,000 TL
Open the volumeCOMPANY
Cash-flow planning, bank loan preparation, capex budgets and partner talks for SMEs, alongside the board.
From 45,000 TL a month
Open the volumeRISK
An independent review of your life, health, home and business insurance; we report missing and excess cover.
One-off review: 9,500 TL
Open the volumeTAX
We plan rental, investment and freelance income declarations at the start of the year with your accountant.
24,000 TL a year
Open the volumeFAMILY
Generational transition, family charters, shareholdings and succession; a neutral table for family meetings.
Project-based; first meeting free
Open the volumeFree and non-binding. At our office, by video or phone. Let’s start writing your goals there.
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