Advisory Plus
Ongoing financial guidance while you execute your plan. Advisory Plus is designed for individuals who already have clarity and want structured guidance across the year without monthly hand-holding. You execute your decisions independently, while we provide timely reviews, adjustments, and strategic alignment as your life and finances evolve. This service prioritizes continuity, discipline, and long-term thinking.
Service Overview
Annual financial and portfolio alignment review
Annual financial and portfolio alignment review
Two strategic adjustments during the year
Two strategic adjustments during the year
Quarterly check-in sessions for goal alignment
Quarterly check-in sessions for goal alignment
Family finance planning included where relevant
Family finance planning included where relevant
Priority access to strategy clinics
Priority access to strategy clinics
Priority written responses to complex questions
Priority written responses to complex questions
Clear boundaries and execution independence
Clear boundaries and execution independence
What to Expect
Step 1: Subscribe
Complete annual payment to activate Advisory Plus.
Step 2: Onboarding & Intake
Fill a detailed intake form to establish baseline strategy.
Step 3: Annual Review
Deep-dive session covering goals, structure, and alignment.
Step 4: Ongoing Support
Quarterly check-ins and up to two strategic adjustments across the year.
Step 5: Renewal or Upgrade
Continue, or upgrade to Tier 1.
Price
NGN 100,000.00
per month
Access This Service
Begin your subscription to access ongoing guidance and support.
Questions?
Our team is here to answer any questions about this service.