Financial Advisory
How We Help
Set Your Goals
We will start with identifying your goals in terms of what they are, how much they will likely cost and pre-determine them as short, mid, and long-term goals
Understand Your Income & Obligations
Understanding your income and expenditures form part of your plan. This would include what your future income and expenses are anticipated to be.
Define Your Time Horizon
This exercise identifies how long your money needs to be working for you including building-in the right contingencies. It’s all about planning now, planning ahead and avoiding any surprises.
Plan For That Rainy Day
We know these unfortunately happen more often than not, especially as we live in a world of uncertainty. An emergency fund for that rainy day is always prudent.
Why Invest with ShariaPortfolio GlobalWealth?
Personalized Approach
Each investor is unique and deserves the right level of attention. Let us get a better understanding of your goals to then create a personalized plan in order to help you achieve your financial objectives.
Investing Aligned with Your Values
SP GlobalWealth offers wealth management solutions that are aligned with your values allowing you to reach your financial goals in a Sharia-compliant manner.
In-Depth Expertise & Experience
Our experienced team of advisors are ready to help clients in the United States, Canada, Europe, Asia, the Middle East and other jurisdictions where the firm is able to advise with their short-term and long-term goal. Let’s get you on the right track
