Clear answers
before you start.
Planning, fees, investments, confidentiality: the questions our clients ask most often.
What is a financial plan?
A written document that links your situation (income, spending, assets, debts) to your dated goals, with a savings plan, an asset-class allocation and actions to take.
How much are your fees?
Each package has a flat fee quoted in writing before any commitment. The first 20-minute conversation is free. We receive no commission on products.
Do you manage my money or securities?
No. You keep your accounts with your broker, bank or insurer. You decide and place your own orders. We never receive funds or securities.
Will you tell me which stocks to buy?
The plan sets an asset-class allocation (BRVM equities, mutual funds, bonds, cash) suited to your profile. Personalised recommendations on specific securities will only be offered once the AMF-UMOA licence is granted.
I live outside WAEMU. Can you help?
Yes for financial planning and education, by video call. The rules of your country of residence may limit some advice; we tell you at the first conversation.
Which documents should I prepare?
An estimate of your income and spending, a list of your investments and debts, and your goals. Send no sensitive documents before the engagement letter is signed and a secure channel is agreed.
Is my information kept confidential?
Yes. Your information is used only for the engagement and handled under our privacy policy and Ivorian Law No. 2013-450 on personal data.
Are returns guaranteed?
No. Every investment carries a risk of capital loss. Projections rest on stated assumptions and may not materialise.
How is this different from a membership?
Memberships (Basic to Lifetime) give access to research, training and tools. Planning packages are personal support with an engagement letter.
How do I make a complaint?
Write to us through the Contact page, choose “Other enquiry” and give your engagement reference. We acknowledge receipt within 5 working days.
Which membership should I choose to learn?
Basic (free) to see previews; Standard for full research; Premium and Platinium to go further with training and BRVM portfolio insights.
How do I pay?
Depending on your country: mobile money (Wave, Orange, MTN), PI-SPI, SEPA transfer, Interac, Wise or card through the membership page.
No question matches. Write to us.
Another question?
Write to us; we reply within 2 working days.