Preliminary Consultation

Service Description

At Claritas, we believe that every journey to financial success begins with a single step. That's why we're thrilled to offer you a unique opportunity: a free financial consultation for first-time clients. In this consultation, our team of experts will work closely with you to: 1. Map out your current asset and liabilities distributions 2. Gain a clear understanding of your financial landscape. 3. Identify key ratios and trends that can shape your financial future. 4. Define a clearer and more achievable financial goal. 5. Crafting a personalized roadmap to your financial success. Our tailored financial advice is designed to align with your unique circumstances, ensuring that every step you take is in harmony with your long-term objectives. We're not just advisors; we're partners in your financial journey, and we look forward to gaining more Claritas with you! *Given that the investment information on this website/application/enquires may be helpful when making an investment decision, it may or may not constitute (i) an offer, an invitation, a recommendation, or a solicitation of an offer to buy or sell any security, investment product or service, nor a distribution of information for any such purpose or (ii) investment advice. Please consider with caution whether the information is suitable for your own needs and risk appetite. However, if we have solicited you to purchase investment products, or recommended investment products to you, your financial situation, investment experience and investment objectives will be reasonably assessed whether the financial products are appropriate.