Horizon Wealth template
Deep teal and gold, a calm spotlight portrait, planning packages and booking.
Best for
- Financial planners
- Wealth managers
- Retirement advisors
Sections included
- About
- Phones, emails and websites
- Offer or coupon
- Highlights
- Skills
- Services
- Packages and pricing
- Clients
- Experience
- Education
- Awards
- Testimonials
- Appointments
- Exchange contact
- FAQ
- QR code
- Branches
Live preview
Daniel Osei
Financial plannerOsei Private Wealth
Long-term plans for expat families
- Call+971500001717
- Emaildaniel@oseiwealth.example
- Websiteoseiwealth.example
- DirectionsLevel 15, ICD Brookfield Place, DIFC, Dubai, United Arab Emirates
- Book a meetingBook a meeting
I help expat families plan for school fees, property and retirement with low-cost, globally diversified portfolios. Fee-only, no commissions.
Highlights
- Families advised
- 210
- Fee
- Fixed
- Commissions
- None
Services
- $3,000
Financial plan
Goals, cash flow and a written plan in 3 weeks.
Ongoing advice
Quarterly reviews and rebalancing.
What clients say
“For the first time we know exactly where we stand for school fees and retirement.”
The Mensah family · Clients
Book an appointment
Questions
How are you paid?
Only by you, as a fixed fee agreed upfront. I take no commissions from any product.
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